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 | $24,729 | $177,572-86.1% | $154,803-84.0% | $142,382-82.6% |
| Participation rate | 95.5% | 82.1%+13.4pp | 78.1%+17.4pp | 80.1%+15.3pp |
| Annual return | 20.91% | 65.07%-44.2pp | 58.88%-38.0pp | 217.08%-196.2pp |
| Employer contribution / active EE | $2,350 | $4,810-51.2% | $4,305-45.4% | $4,299-45.3% |
| Participant deferral / active EE | $9,017 | $6,272+43.8% | $5,540+62.7% | $6,507+38.6% |
| Admin fee / account holder | $1,600 | $16,786-90.5% | $14,329-88.8% | $12,624-87.3% |