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 6-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 | $15,570 | $80,717-80.7% | $154,803-89.9% | $84,808-81.6% |
| Participation rate | 96.9% | 66.8%+30.1pp | 78.1%+18.9pp | 68.3%+28.6pp |
| Annual return | 19.33% | 37.96%-18.6pp | 58.88%-39.6pp | 40.90%-21.6pp |
| Employer contribution / active EE | $1,966 | $2,761-28.8% | $4,305-54.3% | $2,631-25.3% |
| Participant deferral / active EE | $4,018 | $3,303+21.6% | $5,540-27.5% | $4,212-4.6% |
| Admin fee / account holder | $1,822 | $6,746-73.0% | $14,329-87.3% | $7,344-75.2% |