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 | $28,663 | $85,022-66.3% | $70,515-59.4% | $139,434-79.4% |
| Participation rate | 94.7% | 73.9%+20.8pp | 68.3%+26.4pp | 80.3%+14.4pp |
| Annual return | 16.45% | 30.38%-13.9pp | 32.77%-16.3pp | 372.94%-356.5pp |
| Employer contribution / active EE | $2,339 | $3,909-40.2% | $2,973-21.3% | $4,751-50.8% |
| Participant deferral / active EE | $5,351 | $5,890-9.1% | $4,567+17.2% | $6,710-20.2% |
| Admin fee / account holder | $1,505 | $8,906-83.1% | $6,412-76.5% | $11,403-86.8% |