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 | $20,382 | $80,717-74.7% | $154,803-86.8% | $84,808-76.0% |
| Participation rate | 97.6% | 66.8%+30.8pp | 78.1%+19.5pp | 68.3%+29.3pp |
| Annual return | 21.52% | 37.96%-16.4pp | 58.88%-37.4pp | 40.90%-19.4pp |
| Employer contribution / active EE | $2,264 | $2,761-18.0% | $4,305-47.4% | $2,631-13.9% |
| Participant deferral / active EE | $5,008 | $3,303+51.6% | $5,540-9.6% | $4,212+18.9% |
| Admin fee / account holder | $873 | $6,746-87.1% | $14,329-93.9% | $7,344-88.1% |