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 | $19,828 | $59,805-66.8% | $79,550-75.1% | $68,494-71.1% |
| Participation rate | 70.6% | 61.1%+9.5pp | 69.5%+1.1pp | 67.9%+2.7pp |
| Annual return | 19.55% | -12.30%+31.9pp | 0.16%+19.4pp | -7.84%+27.4pp |
| Employer contribution / active EE | $1,964 | $1,505+30.5% | $2,413-18.6% | $2,596-24.3% |
| Participant deferral / active EE | $2,558 | $3,024-15.4% | $3,985-35.8% | $4,027-36.5% |
| Admin fee / account holder | $1,964 | $4,835-59.4% | $6,832-71.3% | $5,403-63.7% |