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 10-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 | $7,623 | $107,452-92.9% | $91,541-91.7% | $142,382-94.6% |
| Participation rate | 87.5% | 75.1%+12.4pp | 69.8%+17.7pp | 80.1%+7.4pp |
| Annual return | 22.08% | 22.06%0pp | 20.50%+1.6pp | 217.08%-195.0pp |
| Employer contribution / active EE | $751 | $2,994-74.9% | $2,505-70.0% | $4,299-82.5% |
| Participant deferral / active EE | $1,442 | $4,754-69.7% | $4,008-64.0% | $6,507-77.8% |
| Admin fee / account holder | $1,100 | $8,834-87.5% | $6,956-84.2% | $12,624-91.3% |