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 | $13,965 | $51,576-72.9% | $129,207-89.2% | $80,856-82.7% |
| Participation rate | 89.7% | 57.0%+32.7pp | 69.6%+20.0pp | 67.6%+22.0pp |
| Annual return | 15.34% | 20.81%-5.5pp | 9417.33%-9402.0pp | 35.59%-20.3pp |
| Employer contribution / active EE | $2,541 | $1,584+60.4% | $4,153-38.8% | $2,755-7.8% |
| Participant deferral / active EE | $4,700 | $2,669+76.1% | $4,168+12.8% | $4,296+9.4% |
| Admin fee / account holder | $1,429 | $4,305-66.8% | $7,715-81.5% | $6,918-79.3% |