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 3-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 | $20,089 | $100,773-80.1% | $88,946-77.4% | $142,382-85.9% |
| Participation rate | 93.8% | 74.3%+19.5pp | 68.8%+24.9pp | 80.1%+13.6pp |
| Annual return | 24.60% | 70.18%-45.6pp | 57.82%-33.2pp | 217.08%-192.5pp |
| Employer contribution / active EE | $2,298 | $2,918-21.2% | $2,555-10.0% | $4,299-46.5% |
| Participant deferral / active EE | $5,483 | $5,230+4.8% | $4,581+19.7% | $6,507-15.7% |
| Admin fee / account holder | $615 | $9,693-93.7% | $8,261-92.6% | $12,624-95.1% |