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 | $22,053 | $80,717-72.7% | $154,803-85.8% | $84,808-74.0% |
| Participation rate | 93.1% | 66.8%+26.3pp | 78.1%+15.0pp | 68.3%+24.8pp |
| Annual return | 19.33% | 37.96%-18.6pp | 58.88%-39.6pp | 40.90%-21.6pp |
| Employer contribution / active EE | $3,671 | $2,761+32.9% | $4,305-14.7% | $2,631+39.5% |
| Participant deferral / active EE | $5,837 | $3,303+76.7% | $5,540+5.4% | $4,212+38.6% |
| Admin fee / account holder | $4,762 | $6,746-29.4% | $14,329-66.8% | $7,344-35.2% |