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 | $27,264 | $95,266-71.4% | $82,389-66.9% | $142,382-80.9% |
| Participation rate | 83.3% | 74.5%+8.9pp | 69.5%+13.8pp | 80.1%+3.2pp |
| Annual return | 14.87% | 25.74%-10.9pp | 28.67%-13.8pp | 217.08%-202.2pp |
| Employer contribution / active EE | $2,783 | $2,991-7.0% | $2,517+10.6% | $4,299-35.3% |
| Participant deferral / active EE | $5,371 | $4,809+11.7% | $4,155+29.3% | $6,507-17.5% |
| Admin fee / account holder | $12,807 | $8,563+49.6% | $7,231+77.1% | $12,624+1.5% |