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 7-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 | $25,075 | $93,571-73.2% | $135,903-81.5% | $75,163-66.6% |
| Participation rate | 97.1% | 75.2%+21.9pp | 81.9%+15.2pp | 67.2%+29.9pp |
| Annual return | 21.46% | 30.90%-9.4pp | 68.23%-46.8pp | 160.62%-139.2pp |
| Employer contribution / active EE | $3,551 | $3,537+0.4% | $4,856-26.9% | $2,670+33.0% |
| Participant deferral / active EE | $5,568 | $6,404-13.1% | $7,758-28.2% | $4,125+35.0% |
| Admin fee / account holder | $655 | $6,975-90.6% | $10,762-93.9% | $5,651-88.4% |