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 | $23,690 | $49,915-52.5% | $154,803-84.7% | $74,304-68.1% |
| Participation rate | 76.1% | 54.0%+22.2pp | 78.1%-1.9pp | 60.3%+15.8pp |
| Annual return | 18.26% | 34.06%-15.8pp | 58.88%-40.6pp | 29.43%-11.2pp |
| Employer contribution / active EE | $1,457 | $1,611-9.6% | $4,305-66.2% | $2,241-35.0% |
| Participant deferral / active EE | $2,741 | $2,255+21.6% | $5,540-50.5% | $3,767-27.2% |
| Admin fee / account holder | $2,273 | $2,189+3.9% | $14,329-84.1% | $2,969-23.4% |