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 | $29,430 | $114,381-74.3% | $107,525-72.6% | $142,382-79.3% |
| Participation rate | 81.0% | 78.1%+2.8pp | 75.1%+5.9pp | 80.1%+0.8pp |
| Annual return | 17.29% | 242.71%-225.4pp | 181.32%-164.0pp | 217.08%-199.8pp |
| Employer contribution / active EE | $1,861 | $4,015-53.6% | $3,754-50.4% | $4,299-56.7% |
| Participant deferral / active EE | $5,460 | $5,564-1.9% | $5,116+6.7% | $6,507-16.1% |
| Admin fee / account holder | $7,395 | $9,860-25.0% | $8,919-17.1% | $12,624-41.4% |