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 | $17,315 | $60,892-71.6% | $82,389-79.0% | $84,808-79.6% |
| Participation rate | 87.5% | 63.3%+24.2pp | 69.5%+18.0pp | 68.3%+19.2pp |
| Annual return | 15.50% | 37.29%-21.8pp | 28.67%-13.2pp | 40.90%-25.4pp |
| Employer contribution / active EE | $805 | $1,779-54.8% | $2,517-68.0% | $2,631-69.4% |
| Participant deferral / active EE | $2,930 | $3,179-7.8% | $4,155-29.5% | $4,212-30.4% |
| Admin fee / account holder | $3,158 | $5,467-42.2% | $7,231-56.3% | $7,344-57.0% |