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 6-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 | $21,840 | $111,754-80.5% | $103,333-78.9% | $145,922-85.0% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 10.46% | 24.77%-14.3pp | 24.88%-14.4pp | 561.29%-550.8pp |
| Employer contribution / active EE | $5,173 | $4,212+22.8% | $3,868+33.7% | $4,660+11.0% |
| Participant deferral / active EE | $5,093 | $5,619-9.4% | $5,057+0.7% | $6,688-23.9% |
| Admin fee / account holder | $1,265 | $9,750-87.0% | $8,355-84.9% | $13,397-90.6% |