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 3-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 | $20,198 | $80,717-75.0% | $154,803-87.0% | $84,808-76.2% |
| Participation rate | 70.0% | 66.8%+3.2pp | 78.1%-8.1pp | 68.3%+1.7pp |
| Annual return | 18.47% | 37.96%-19.5pp | 58.88%-40.4pp | 40.90%-22.4pp |
| Employer contribution / active EE | $1,627 | $2,761-41.1% | $4,305-62.2% | $2,631-38.1% |
| Participant deferral / active EE | $3,847 | $3,303+16.5% | $5,540-30.6% | $4,212-8.6% |
| Admin fee / account holder | $10,038 | $6,746+48.8% | $14,329-29.9% | $7,344+36.7% |