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 | $21,716 | $72,277-70.0% | $101,248-78.6% | $79,858-72.8% |
| Participation rate | 80.7% | 68.5%+12.2pp | 75.8%+4.9pp | 69.6%+11.1pp |
| Annual return | 19.61% | 22.30%-2.7pp | 46.47%-26.9pp | 31.71%-12.1pp |
| Employer contribution / active EE | $3,756 | $2,692+39.5% | $3,660+2.6% | $2,471+52.0% |
| Participant deferral / active EE | $3,915 | $3,282+19.3% | $4,370-10.4% | $3,740+4.7% |
| Admin fee / account holder | $1,106 | $4,400-74.9% | $5,945-81.4% | $5,306-79.2% |