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 | $20,853 | $81,248-74.3% | $155,509-86.6% | $80,856-74.2% |
| Participation rate | 75.0% | 66.2%+8.8pp | 78.2%-3.2pp | 67.6%+7.4pp |
| Annual return | 12.41% | 33.31%-20.9pp | 64.67%-52.3pp | 35.59%-23.2pp |
| Employer contribution / active EE | $1,176 | $3,100-62.1% | $4,672-74.8% | $2,755-57.3% |
| Participant deferral / active EE | $1,690 | $3,452-51.0% | $5,626-70.0% | $4,296-60.7% |
| Admin fee / account holder | $350 | $7,997-95.6% | $15,912-97.8% | $6,918-94.9% |