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 | $5,825 | $25,014-76.7% | $69,647-91.6% | $80,856-92.8% |
| Participation rate | 76.5% | 64.2%+12.2pp | 66.5%+10.0pp | 67.6%+8.8pp |
| Annual return | 15.43% | 19.07%-3.6pp | 100.48%-85.1pp | 35.59%-20.2pp |
| Employer contribution / active EE | $1,217 | $993+22.5% | $1,712-28.9% | $2,755-55.8% |
| Participant deferral / active EE | $1,873 | $1,839+1.8% | $2,886-35.1% | $4,296-56.4% |
| Admin fee / account holder | $505 | $2,488-79.7% | $4,713-89.3% | $6,918-92.7% |