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 | $22,367 | $117,983-81.0% | $101,794-78.0% | $142,382-84.3% |
| Participation rate | 85.0% | 74.2%+10.8pp | 69.2%+15.8pp | 80.1%+4.9pp |
| Annual return | 13.73% | 36.92%-23.2pp | 30.53%-16.8pp | 217.08%-203.3pp |
| Employer contribution / active EE | $2,083 | $2,773-24.9% | $2,289-9.0% | $4,299-51.6% |
| Participant deferral / active EE | $3,699 | $4,714-21.5% | $4,084-9.4% | $6,507-43.2% |
| Admin fee / account holder | $1,591 | $10,433-84.8% | $8,777-81.9% | $12,624-87.4% |