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 3-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 | $14,812 | $80,717-81.7% | $154,803-90.4% | $84,808-82.5% |
| Participation rate | 92.0% | 66.8%+25.2pp | 78.1%+13.9pp | 68.3%+23.7pp |
| Annual return | 21.90% | 37.96%-16.1pp | 58.88%-37.0pp | 40.90%-19.0pp |
| Employer contribution / active EE | $2,491 | $2,761-9.8% | $4,305-42.1% | $2,631-5.3% |
| Participant deferral / active EE | $4,033 | $3,303+22.1% | $5,540-27.2% | $4,212-4.3% |
| Admin fee / account holder | $3,526 | $6,746-47.7% | $14,329-75.4% | $7,344-52.0% |