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 | $28,590 | $73,933-61.3% | $96,683-70.4% | $75,163-62.0% |
| Participation rate | 82.1% | 66.4%+15.7pp | 74.3%+7.8pp | 67.2%+15.0pp |
| Annual return | 21.69% | 26.70%-5.0pp | 35.69%-14.0pp | 160.62%-138.9pp |
| Employer contribution / active EE | $2,572 | $2,928-12.2% | $3,737-31.2% | $2,670-3.7% |
| Participant deferral / active EE | $3,752 | $3,659+2.6% | $4,878-23.1% | $4,125-9.0% |
| Admin fee / account holder | $916 | $5,216-82.4% | $6,730-86.4% | $5,651-83.8% |