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 | $16,430 | $74,888-78.1% | $71,209-76.9% | $142,382-88.5% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 17.29% | 345.14%-327.8pp | 282.51%-265.2pp | 217.08%-199.8pp |
| Employer contribution / active EE | $1,905 | $2,854-33.2% | $2,721-30.0% | $4,299-55.7% |
| Participant deferral / active EE | $2,278 | $4,454-48.9% | $4,175-45.4% | $6,507-65.0% |
| Admin fee / account holder | $1,541 | $5,568-72.3% | $5,349-71.2% | $12,624-87.8% |