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 | $9,623 | $60,892-84.2% | $82,389-88.3% | $84,808-88.7% |
| Participation rate | 74.7% | 63.3%+11.4pp | 69.5%+5.1pp | 68.3%+6.4pp |
| Annual return | 22.49% | 37.29%-14.8pp | 28.67%-6.2pp | 40.90%-18.4pp |
| Employer contribution / active EE | $899 | $1,779-49.5% | $2,517-64.3% | $2,631-65.8% |
| Participant deferral / active EE | $2,308 | $3,179-27.4% | $4,155-44.5% | $4,212-45.2% |
| Admin fee / account holder | $2,825 | $5,467-48.3% | $7,231-60.9% | $7,344-61.5% |