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 | $20,150 | $89,698-77.5% | $103,476-80.5% | $80,856-75.1% |
| Participation rate | 96.4% | 76.0%+20.5pp | 80.5%+15.9pp | 67.6%+28.8pp |
| Annual return | 12.44% | 22.78%-10.3pp | 23.90%-11.5pp | 35.59%-23.2pp |
| Employer contribution / active EE | $3,145 | $4,018-21.7% | $4,672-32.7% | $2,755+14.2% |
| Participant deferral / active EE | $4,367 | $5,456-20.0% | $6,623-34.1% | $4,296+1.6% |
| Admin fee / account holder | $2,318 | $6,768-65.7% | $9,413-75.4% | $6,918-66.5% |