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 | $24,290 | $124,281-80.5% | $109,143-77.7% | $167,490-85.5% |
| Participation rate | 92.3% | 79.4%+12.9pp | 75.9%+16.4pp | 82.1%+10.2pp |
| Annual return | 17.68% | 26.04%-8.4pp | 25.75%-8.1pp | 478.56%-460.9pp |
| Employer contribution / active EE | $4,919 | $4,207+16.9% | $3,722+32.2% | $4,837+1.7% |
| Participant deferral / active EE | $8,051 | $5,255+53.2% | $4,653+73.0% | $6,341+27.0% |
| Admin fee / account holder | $1,170 | $7,970-85.3% | $6,752-82.7% | $12,309-90.5% |