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 6-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 | $24,740 | $77,503-68.1% | $100,391-75.4% | $80,856-69.4% |
| Participation rate | 96.8% | 76.9%+19.8pp | 81.5%+15.3pp | 67.6%+29.1pp |
| Annual return | 27.30% | 37.20%-9.9pp | 49.20%-21.9pp | 35.59%-8.3pp |
| Employer contribution / active EE | $3,811 | $2,801+36.1% | $3,942-3.3% | $2,755+38.3% |
| Participant deferral / active EE | $6,898 | $6,820+1.1% | $8,082-14.6% | $4,296+60.6% |
| Admin fee / account holder | $4,984 | $5,897-15.5% | $7,899-36.9% | $6,918-27.9% |