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 | $20,178 | $74,927-73.1% | $101,794-80.2% | $84,808-76.2% |
| Participation rate | 91.2% | 61.4%+29.8pp | 69.2%+22.0pp | 68.3%+22.9pp |
| Annual return | 16.84% | 18.70%-1.9pp | 30.53%-13.7pp | 40.90%-24.1pp |
| Employer contribution / active EE | $541 | $1,522-64.4% | $2,289-76.4% | $2,631-79.4% |
| Participant deferral / active EE | $1,817 | $3,099-41.4% | $4,084-55.5% | $4,212-56.9% |
| Admin fee / account holder | $1,678 | $6,514-74.2% | $8,777-80.9% | $7,344-77.2% |