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 | $20,014 | $80,717-75.2% | $154,803-87.1% | $84,808-76.4% |
| Participation rate | 76.8% | 66.8%+10.0pp | 78.1%-1.2pp | 68.3%+8.5pp |
| Annual return | 18.62% | 37.96%-19.3pp | 58.88%-40.3pp | 40.90%-22.3pp |
| Employer contribution / active EE | $2,140 | $2,761-22.5% | $4,305-50.3% | $2,631-18.6% |
| Participant deferral / active EE | $3,812 | $3,303+15.4% | $5,540-31.2% | $4,212-9.5% |
| Admin fee / account holder | $2,995 | $6,746-55.6% | $14,329-79.1% | $7,344-59.2% |