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 8-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 | $26,617 | $81,460-67.3% | $103,333-74.2% | $80,856-67.1% |
| Participation rate | 78.8% | 66.8%+11.9pp | 74.5%+4.3pp | 67.6%+11.1pp |
| Annual return | 19.75% | 25.55%-5.8pp | 24.88%-5.1pp | 35.59%-15.8pp |
| Employer contribution / active EE | $952 | $3,105-69.3% | $3,868-75.4% | $2,755-65.4% |
| Participant deferral / active EE | $3,708 | $3,869-4.2% | $5,057-26.7% | $4,296-13.7% |
| Admin fee / account holder | $2,084 | $6,566-68.3% | $8,355-75.1% | $6,918-69.9% |