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 4-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 | $8,901 | $60,022-85.2% | $88,946-90.0% | $84,808-89.5% |
| Participation rate | 91.2% | 57.8%+33.3pp | 68.8%+22.3pp | 68.3%+22.9pp |
| Annual return | 24.72% | 22.43%+2.3pp | 57.82%-33.1pp | 40.90%-16.2pp |
| Employer contribution / active EE | $1,136 | $1,703-33.3% | $2,555-55.5% | $2,631-56.8% |
| Participant deferral / active EE | $2,909 | $3,114-6.6% | $4,581-36.5% | $4,212-30.9% |
| Admin fee / account holder | $523 | $4,811-89.1% | $8,261-93.7% | $7,344-92.9% |