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 | $25,058 | $56,053-55.3% | $75,972-67.0% | $80,856-69.0% |
| Participation rate | 94.4% | 62.0%+32.4pp | 69.1%+25.4pp | 67.6%+26.8pp |
| Annual return | 23.90% | 20.53%+3.4pp | 359.55%-335.7pp | 35.59%-11.7pp |
| Employer contribution / active EE | $1,312 | $1,874-30.0% | $2,685-51.1% | $2,755-52.4% |
| Participant deferral / active EE | $3,008 | $3,052-1.4% | $4,255-29.3% | $4,296-30.0% |
| Admin fee / account holder | $3,636 | $5,234-30.5% | $6,467-43.8% | $6,918-47.4% |