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 | $23,807 | $93,170-74.4% | $100,534-76.3% | $84,808-71.9% |
| Participation rate | 96.6% | 75.8%+20.7pp | 80.6%+15.9pp | 68.3%+28.2pp |
| Annual return | 15.24% | 47.13%-31.9pp | 32.66%-17.4pp | 40.90%-25.7pp |
| Employer contribution / active EE | $2,430 | $3,985-39.0% | $4,346-44.1% | $2,631-7.6% |
| Participant deferral / active EE | $3,434 | $5,699-39.7% | $6,144-44.1% | $4,212-18.5% |
| Admin fee / account holder | $4,159 | $7,382-43.7% | $7,654-45.7% | $7,344-43.4% |