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 | $19,732 | $114,381-82.7% | $107,525-81.6% | $142,382-86.1% |
| Participation rate | 95.0% | 78.1%+16.9pp | 75.1%+19.9pp | 80.1%+14.9pp |
| Annual return | 25.34% | 242.71%-217.4pp | 181.32%-156.0pp | 217.08%-191.7pp |
| Employer contribution / active EE | $2,832 | $4,015-29.5% | $3,754-24.6% | $4,299-34.1% |
| Participant deferral / active EE | $5,253 | $5,564-5.6% | $5,116+2.7% | $6,507-19.3% |
| Admin fee / account holder | $843 | $9,860-91.5% | $8,919-90.5% | $12,624-93.3% |