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 7-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 | $25,868 | $127,065-79.6% | $113,168-77.1% | $142,382-81.8% |
| Participation rate | 95.8% | 79.2%+16.6pp | 76.6%+19.3pp | 80.1%+15.7pp |
| Annual return | 15.22% | 24.03%-8.8pp | 24.27%-9.0pp | 217.08%-201.9pp |
| Employer contribution / active EE | $3,026 | $3,442-12.1% | $2,975+1.7% | $4,299-29.6% |
| Participant deferral / active EE | $3,472 | $5,716-39.3% | $5,107-32.0% | $6,507-46.6% |
| Admin fee / account holder | $859 | $15,736-94.5% | $12,068-92.9% | $12,624-93.2% |