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 | $14,463 | $60,022-75.9% | $88,946-83.7% | $84,808-82.9% |
| Participation rate | 83.8% | 57.8%+25.9pp | 68.8%+14.9pp | 68.3%+15.5pp |
| Annual return | 15.51% | 22.43%-6.9pp | 57.82%-42.3pp | 40.90%-25.4pp |
| Employer contribution / active EE | $1,568 | $1,703-7.9% | $2,555-38.6% | $2,631-40.4% |
| Participant deferral / active EE | $3,951 | $3,114+26.9% | $4,581-13.8% | $4,212-6.2% |
| Admin fee / account holder | $5,504 | $4,811+14.4% | $8,261-33.4% | $7,344-25.0% |