See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,290 | $60,022-62.9% | $88,946-74.9% | $84,808-73.7% |
| Participation rate | 87.8% | 57.8%+29.9pp | 68.8%+18.9pp | 68.3%+19.4pp |
| Annual return | 14.66% | 22.43%-7.8pp | 57.82%-43.2pp | 40.90%-26.2pp |
| Employer contribution / active EE | $953 | $1,703-44.0% | $2,555-62.7% | $2,631-63.8% |
| Participant deferral / active EE | $3,340 | $3,114+7.3% | $4,581-27.1% | $4,212-20.7% |
| Admin fee / account holder | $1,991 | $4,811-58.6% | $8,261-75.9% | $7,344-72.9% |