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 4-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 | $27,441 | $163,101-83.2% | $136,749-79.9% | $142,382-80.7% |
| Participation rate | 90.9% | 78.2%+12.7pp | 72.1%+18.8pp | 80.1%+10.8pp |
| Annual return | 19.78% | 27.54%-7.8pp | 24.33%-4.5pp | 217.08%-197.3pp |
| Employer contribution / active EE | $2,216 | $4,117-46.2% | $3,400-34.8% | $4,299-48.5% |
| Participant deferral / active EE | $6,010 | $5,585+7.6% | $4,692+28.1% | $6,507-7.6% |
| Admin fee / account holder | $4,399 | $14,318-69.3% | $11,386-61.4% | $12,624-65.2% |