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 10-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 | $23,522 | $135,952-82.7% | $123,892-81.0% | $273,961-91.4% |
| Participation rate | 92.9% | 84.1%+8.8pp | 81.4%+11.4pp | 83.0%+9.8pp |
| Annual return | 4.95% | 56.63%-51.7pp | 47.52%-42.6pp | 41.45%-36.5pp |
| Employer contribution / active EE | $2,220 | $5,170-57.1% | $4,617-51.9% | $4,869-54.4% |
| Participant deferral / active EE | $5,488 | $6,343-13.5% | $5,984-8.3% | $5,287+3.8% |
| Admin fee / account holder | $4,190 | $9,817-57.3% | $8,357-49.9% | $10,132-58.6% |