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 | $25,645 | $117,983-78.3% | $101,794-74.8% | $142,382-82.0% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.2%+14.1pp | 80.1%+3.2pp |
| Annual return | 35.83% | 36.92%-1.1pp | 30.53%+5.3pp | 217.08%-181.2pp |
| Employer contribution / active EE | $4,473 | $2,773+61.3% | $2,289+95.4% | $4,299+4.0% |
| Participant deferral / active EE | $5,998 | $4,714+27.2% | $4,084+46.9% | $6,507-7.8% |
| Admin fee / account holder | $4,734 | $10,433-54.6% | $8,777-46.1% | $12,624-62.5% |