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 7-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 | $21,011 | $73,933-71.6% | $96,683-78.3% | $75,163-72.0% |
| Participation rate | 87.8% | 66.4%+21.3pp | 74.3%+13.4pp | 67.2%+20.6pp |
| Annual return | 19.24% | 26.70%-7.5pp | 35.69%-16.5pp | 160.62%-141.4pp |
| Employer contribution / active EE | $2,497 | $2,928-14.7% | $3,737-33.2% | $2,670-6.5% |
| Participant deferral / active EE | $3,932 | $3,659+7.5% | $4,878-19.4% | $4,125-4.7% |
| Admin fee / account holder | $4,380 | $5,216-16.0% | $6,730-34.9% | $5,651-22.5% |