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 | $16,859 | $61,605-72.6% | $112,229-85.0% | $75,163-77.6% |
| Participation rate | 92.9% | 61.7%+31.2pp | 72.4%+20.4pp | 67.2%+25.7pp |
| Annual return | 26.18% | 28.47%-2.3pp | 30.20%-4.0pp | 160.62%-134.4pp |
| Employer contribution / active EE | $2,334 | $2,015+15.8% | $3,430-31.9% | $2,670-12.6% |
| Participant deferral / active EE | $3,380 | $3,108+8.7% | $4,798-29.6% | $4,125-18.1% |
| Admin fee / account holder | $1,082 | $4,862-77.8% | $7,748-86.0% | $5,651-80.9% |