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 | $15,148 | $48,795-69.0% | $65,493-76.9% | $84,808-82.1% |
| Participation rate | 75.0% | 67.0%+8.0pp | 73.1%+1.9pp | 68.3%+6.7pp |
| Annual return | 16.18% | 20.20%-4.0pp | 982.45%-966.3pp | 40.90%-24.7pp |
| Employer contribution / active EE | $998 | $1,930-48.3% | $2,574-61.2% | $2,631-62.1% |
| Participant deferral / active EE | $2,110 | $2,928-27.9% | $3,961-46.7% | $4,212-49.9% |
| Admin fee / account holder | $1,815 | $3,877-53.2% | $5,028-63.9% | $7,344-75.3% |