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 | $21,905 | $58,512-62.6% | $84,015-73.9% | $72,985-70.0% |
| Participation rate | 88.0% | 61.2%+26.8pp | 69.0%+19.0pp | 69.5%+18.5pp |
| Annual return | 23.06% | 28.93%-5.9pp | 71.31%-48.2pp | 81.00%-57.9pp |
| Employer contribution / active EE | $1,887 | $1,163+62.3% | $1,983-4.9% | $2,440-22.7% |
| Participant deferral / active EE | $4,888 | $2,394+104.2% | $3,239+50.9% | $3,607+35.5% |
| Admin fee / account holder | $4,812 | $4,569+5.3% | $6,101-21.1% | $5,124-6.1% |