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 | $9,236 | $80,717-88.6% | $154,803-94.0% | $84,808-89.1% |
| Participation rate | 87.9% | 66.8%+21.1pp | 78.1%+9.8pp | 68.3%+19.6pp |
| Annual return | 36.87% | 37.96%-1.1pp | 58.88%-22.0pp | 40.90%-4.0pp |
| Employer contribution / active EE | $1,719 | $2,761-37.7% | $4,305-60.1% | $2,631-34.6% |
| Participant deferral / active EE | $3,141 | $3,303-4.9% | $5,540-43.3% | $4,212-25.4% |
| Admin fee / account holder | $980 | $6,746-85.5% | $14,329-93.2% | $7,344-86.7% |