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 | $24,359 | $71,050-65.7% | $93,606-74.0% | $80,856-69.9% |
| Participation rate | 71.9% | 60.4%+11.5pp | 68.7%+3.2pp | 67.6%+4.2pp |
| Annual return | 12.21% | 11.26%+1.0pp | 133.20%-121.0pp | 35.59%-23.4pp |
| Employer contribution / active EE | $2,275 | $1,564+45.5% | $2,420-6.0% | $2,755-17.4% |
| Participant deferral / active EE | $3,106 | $4,034-23.0% | $4,411-29.6% | $4,296-27.7% |
| Admin fee / account holder | $6,076 | $6,945-12.5% | $8,285-26.7% | $6,918-12.2% |