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 | $32,697 | $74,888-56.3% | $71,209-54.1% | $142,382-77.0% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.8%+16.2pp | 80.1%+9.9pp |
| Annual return | 17.06% | 345.14%-328.1pp | 282.51%-265.5pp | 217.08%-200.0pp |
| Employer contribution / active EE | $2,186 | $2,854-23.4% | $2,721-19.6% | $4,299-49.1% |
| Participant deferral / active EE | $4,013 | $4,454-9.9% | $4,175-3.9% | $6,507-38.3% |
| Admin fee / account holder | $2,732 | $5,568-50.9% | $5,349-48.9% | $12,624-78.4% |