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 | $22,431 | $124,281-82.0% | $109,143-79.4% | $167,490-86.6% |
| Participation rate | 90.0% | 79.4%+10.6pp | 75.9%+14.1pp | 82.1%+7.9pp |
| Annual return | 16.23% | 26.04%-9.8pp | 25.75%-9.5pp | 478.56%-462.3pp |
| Employer contribution / active EE | $2,641 | $4,207-37.2% | $3,722-29.0% | $4,837-45.4% |
| Participant deferral / active EE | $6,010 | $5,255+14.4% | $4,653+29.2% | $6,341-5.2% |
| Admin fee / account holder | $1,458 | $7,970-81.7% | $6,752-78.4% | $12,309-88.2% |