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 4-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 | $26,173 | $127,065-79.4% | $113,168-76.9% | $142,382-81.6% |
| Participation rate | 90.9% | 79.2%+11.7pp | 76.6%+14.3pp | 80.1%+10.8pp |
| Annual return | 12.75% | 24.03%-11.3pp | 24.27%-11.5pp | 217.08%-204.3pp |
| Employer contribution / active EE | $2,146 | $3,442-37.7% | $2,975-27.9% | $4,299-50.1% |
| Participant deferral / active EE | $5,735 | $5,716+0.3% | $5,107+12.3% | $6,507-11.9% |
| Admin fee / account holder | $2,600 | $15,736-83.5% | $12,068-78.5% | $12,624-79.4% |