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 | $25,072 | $51,175-51.0% | $70,515-64.4% | $75,163-66.6% |
| Participation rate | 99.0% | 60.9%+38.0pp | 68.3%+30.6pp | 67.2%+31.8pp |
| Annual return | 26.14% | 30.02%-3.9pp | 32.77%-6.6pp | 160.62%-134.5pp |
| Employer contribution / active EE | $2,887 | $1,826+58.1% | $2,973-2.9% | $2,670+8.1% |
| Participant deferral / active EE | $5,336 | $2,849+87.3% | $4,567+16.9% | $4,125+29.4% |
| Admin fee / account holder | $1,206 | $4,091-70.5% | $6,412-81.2% | $5,651-78.7% |