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 7-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 | $25,032 | $93,571-73.2% | $135,903-81.6% | $75,163-66.7% |
| Participation rate | 83.0% | 75.2%+7.8pp | 81.9%+1.0pp | 67.2%+15.8pp |
| Annual return | 26.59% | 30.90%-4.3pp | 68.23%-41.6pp | 160.62%-134.0pp |
| Employer contribution / active EE | $2,449 | $3,537-30.7% | $4,856-49.6% | $2,670-8.3% |
| Participant deferral / active EE | $4,710 | $6,404-26.5% | $7,758-39.3% | $4,125+14.2% |
| Admin fee / account holder | $461 | $6,975-93.4% | $10,762-95.7% | $5,651-91.8% |