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 8-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 | $18,493 | $60,022-69.2% | $88,946-79.2% | $84,808-78.2% |
| Participation rate | 72.2% | 57.8%+14.3pp | 68.8%+3.3pp | 68.3%+3.9pp |
| Annual return | 15.99% | 22.43%-6.4pp | 57.82%-41.8pp | 40.90%-24.9pp |
| Employer contribution / active EE | $418 | $1,703-75.4% | $2,555-83.6% | $2,631-84.1% |
| Participant deferral / active EE | $1,996 | $3,114-35.9% | $4,581-56.4% | $4,212-52.6% |
| Admin fee / account holder | $2,617 | $4,811-45.6% | $8,261-68.3% | $7,344-64.4% |