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 | $21,252 | $127,065-83.3% | $113,168-81.2% | $142,382-85.1% |
| Participation rate | 87.5% | 79.2%+8.3pp | 76.6%+10.9pp | 80.1%+7.4pp |
| Annual return | 12.41% | 24.03%-11.6pp | 24.27%-11.9pp | 217.08%-204.7pp |
| Employer contribution / active EE | $1,382 | $3,442-59.9% | $2,975-53.6% | $4,299-67.9% |
| Participant deferral / active EE | $2,012 | $5,716-64.8% | $5,107-60.6% | $6,507-69.1% |
| Admin fee / account holder | $328 | $15,736-97.9% | $12,068-97.3% | $12,624-97.4% |