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 | $31,379 | $114,381-72.6% | $107,525-70.8% | $142,382-78.0% |
| Participation rate | 92.3% | 78.1%+14.2pp | 75.1%+17.2pp | 80.1%+12.2pp |
| Annual return | 21.72% | 242.71%-221.0pp | 181.32%-159.6pp | 217.08%-195.4pp |
| Employer contribution / active EE | $2,410 | $4,015-40.0% | $3,754-35.8% | $4,299-43.9% |
| Participant deferral / active EE | $6,048 | $5,564+8.7% | $5,116+18.2% | $6,507-7.1% |
| Admin fee / account holder | $4,402 | $9,860-55.4% | $8,919-50.6% | $12,624-65.1% |