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 | $27,071 | $61,605-56.1% | $112,229-75.9% | $75,163-64.0% |
| Participation rate | 93.5% | 61.7%+31.9pp | 72.4%+21.1pp | 67.2%+26.4pp |
| Annual return | 20.59% | 28.47%-7.9pp | 30.20%-9.6pp | 160.62%-140.0pp |
| Employer contribution / active EE | $1,586 | $2,015-21.3% | $3,430-53.8% | $2,670-40.6% |
| Participant deferral / active EE | $3,293 | $3,108+5.9% | $4,798-31.4% | $4,125-20.2% |
| Admin fee / account holder | $559 | $4,862-88.5% | $7,748-92.8% | $5,651-90.1% |