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 | $26,674 | $114,381-76.7% | $107,525-75.2% | $142,382-81.3% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.1%+10.6pp | 80.1%+5.6pp |
| Annual return | 17.58% | 242.71%-225.1pp | 181.32%-163.7pp | 217.08%-199.5pp |
| Employer contribution / active EE | $3,169 | $4,015-21.1% | $3,754-15.6% | $4,299-26.3% |
| Participant deferral / active EE | $8,497 | $5,564+52.7% | $5,116+66.1% | $6,507+30.6% |
| Admin fee / account holder | $1,056 | $9,860-89.3% | $8,919-88.2% | $12,624-91.6% |