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 3-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 | $23,776 | $60,892-61.0% | $82,389-71.1% | $84,808-72.0% |
| Participation rate | 92.1% | 63.3%+28.8pp | 69.5%+22.6pp | 68.3%+23.8pp |
| Annual return | 19.35% | 37.29%-17.9pp | 28.67%-9.3pp | 40.90%-21.5pp |
| Employer contribution / active EE | $1,866 | $1,779+4.9% | $2,517-25.9% | $2,631-29.1% |
| Participant deferral / active EE | $3,827 | $3,179+20.4% | $4,155-7.9% | $4,212-9.1% |
| Admin fee / account holder | $2,168 | $5,467-60.3% | $7,231-70.0% | $7,344-70.5% |