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 9-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 | $25,106 | $58,523-57.1% | $99,443-74.8% | $72,985-65.6% |
| Participation rate | 87.5% | 64.6%+22.9pp | 73.8%+13.7pp | 69.5%+18.0pp |
| Annual return | 25.84% | 28.51%-2.7pp | 30.72%-4.9pp | 81.00%-55.2pp |
| Employer contribution / active EE | $2,077 | $1,512+37.4% | $2,540-18.2% | $2,440-14.9% |
| Participant deferral / active EE | $3,744 | $2,606+43.7% | $3,619+3.5% | $3,607+3.8% |
| Admin fee / account holder | $1,673 | $4,102-59.2% | $6,250-73.2% | $5,124-67.4% |