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 5-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 | $23,259 | $106,584-78.2% | $101,326-77.0% | $142,382-83.7% |
| Participation rate | 87.5% | 82.7%+4.8pp | 81.5%+6.0pp | 80.1%+7.4pp |
| Annual return | 18.57% | 36.93%-18.4pp | 36.82%-18.2pp | 217.08%-198.5pp |
| Employer contribution / active EE | $4,205 | $3,956+6.3% | $3,665+14.7% | $4,299-2.2% |
| Participant deferral / active EE | $5,533 | $8,297-33.3% | $7,994-30.8% | $6,507-15.0% |
| Admin fee / account holder | $16,352 | $11,446+42.9% | $11,185+46.2% | $12,624+29.5% |