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 | $21,028 | $105,126-80.0% | $94,646-77.8% | $139,434-84.9% |
| Participation rate | 90.0% | 82.4%+7.6pp | 80.8%+9.2pp | 80.3%+9.7pp |
| Annual return | 24.92% | 38.03%-13.1pp | 156.71%-131.8pp | 372.94%-348.0pp |
| Employer contribution / active EE | $4,357 | $4,106+6.1% | $3,672+18.6% | $4,751-8.3% |
| Participant deferral / active EE | $8,890 | $7,599+17.0% | $7,418+19.8% | $6,710+32.5% |
| Admin fee / account holder | $4,494 | $8,984-50.0% | $7,231-37.8% | $11,403-60.6% |