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 10-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 | $25,207 | $117,983-78.6% | $101,794-75.2% | $142,382-82.3% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.2%+14.1pp | 80.1%+3.2pp |
| Annual return | 16.31% | 36.92%-20.6pp | 30.53%-14.2pp | 217.08%-200.8pp |
| Employer contribution / active EE | $2,399 | $2,773-13.5% | $2,289+4.8% | $4,299-44.2% |
| Participant deferral / active EE | $5,913 | $4,714+25.4% | $4,084+44.8% | $6,507-9.1% |
| Admin fee / account holder | $517 | $10,433-95.0% | $8,777-94.1% | $12,624-95.9% |