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 6-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 | $20,003 | $77,899-74.3% | $149,673-86.6% | $75,163-73.4% |
| Participation rate | 94.2% | 65.6%+28.6pp | 78.8%+15.4pp | 67.2%+27.0pp |
| Annual return | 17.22% | 31.72%-14.5pp | 134.42%-117.2pp | 160.62%-143.4pp |
| Employer contribution / active EE | $2,746 | $3,137-12.5% | $4,818-43.0% | $2,670+2.9% |
| Participant deferral / active EE | $2,981 | $3,411-12.6% | $5,680-47.5% | $4,125-27.7% |
| Admin fee / account holder | $4,120 | $5,956-30.8% | $13,210-68.8% | $5,651-27.1% |