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 9-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 | $21,183 | $72,277-70.7% | $101,248-79.1% | $79,858-73.5% |
| Participation rate | 93.5% | 68.5%+25.1pp | 75.8%+17.7pp | 69.6%+23.9pp |
| Annual return | 19.18% | 22.30%-3.1pp | 46.47%-27.3pp | 31.71%-12.5pp |
| Employer contribution / active EE | $2,477 | $2,692-8.0% | $3,660-32.3% | $2,471+0.3% |
| Participant deferral / active EE | $2,957 | $3,282-9.9% | $4,370-32.3% | $3,740-20.9% |
| Admin fee / account holder | $573 | $4,400-87.0% | $5,945-90.4% | $5,306-89.2% |