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 7-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 | $14,523 | $57,016-74.5% | $84,966-82.9% | $80,856-82.0% |
| Participation rate | 93.9% | 56.3%+37.5pp | 67.5%+26.4pp | 67.6%+26.2pp |
| Annual return | 22.37% | 21.66%+0.7pp | 66.38%-44.0pp | 35.59%-13.2pp |
| Employer contribution / active EE | $1,013 | $1,798-43.7% | $2,727-62.9% | $2,755-63.2% |
| Participant deferral / active EE | $3,172 | $3,110+2.0% | $4,519-29.8% | $4,296-26.2% |
| Admin fee / account holder | $689 | $4,980-86.2% | $6,149-88.8% | $6,918-90.0% |