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 | $25,755 | $106,515-75.8% | $96,683-73.4% | $139,434-81.5% |
| Participation rate | 81.3% | 77.8%+3.4pp | 74.3%+6.9pp | 80.3%+0.9pp |
| Annual return | 17.75% | 38.43%-20.7pp | 35.69%-17.9pp | 372.94%-355.2pp |
| Employer contribution / active EE | $2,049 | $4,103-50.1% | $3,737-45.2% | $4,751-56.9% |
| Participant deferral / active EE | $4,713 | $5,454-13.6% | $4,878-3.4% | $6,710-29.8% |
| Admin fee / account holder | $2,827 | $7,877-64.1% | $6,730-58.0% | $11,403-75.2% |