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 | $15,687 | $60,022-73.9% | $88,946-82.4% | $84,808-81.5% |
| Participation rate | 88.9% | 57.8%+31.0pp | 68.8%+20.0pp | 68.3%+20.6pp |
| Annual return | 45.53% | 22.43%+23.1pp | 57.82%-12.3pp | 40.90%+4.6pp |
| Employer contribution / active EE | $1,484 | $1,703-12.8% | $2,555-41.9% | $2,631-43.6% |
| Participant deferral / active EE | $1,933 | $3,114-37.9% | $4,581-57.8% | $4,212-54.1% |
| Admin fee / account holder | $4,199 | $4,811-12.7% | $8,261-49.2% | $7,344-42.8% |