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 7-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 | $27,290 | $73,933-63.1% | $96,683-71.8% | $75,163-63.7% |
| Participation rate | 90.9% | 66.4%+24.5pp | 74.3%+16.6pp | 67.2%+23.7pp |
| Annual return | 17.89% | 26.70%-8.8pp | 35.69%-17.8pp | 160.62%-142.7pp |
| Employer contribution / active EE | $2,221 | $2,928-24.1% | $3,737-40.6% | $2,670-16.8% |
| Participant deferral / active EE | $4,778 | $3,659+30.6% | $4,878-2.0% | $4,125+15.8% |
| Admin fee / account holder | $1,022 | $5,216-80.4% | $6,730-84.8% | $5,651-81.9% |