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 | $22,272 | $114,381-80.5% | $107,525-79.3% | $142,382-84.4% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 12.84% | 242.71%-229.9pp | 181.32%-168.5pp | 217.08%-204.2pp |
| Employer contribution / active EE | $2,630 | $4,015-34.5% | $3,754-29.9% | $4,299-38.8% |
| Participant deferral / active EE | $2,772 | $5,564-50.2% | $5,116-45.8% | $6,507-57.4% |
| Admin fee / account holder | $8,192 | $9,860-16.9% | $8,919-8.1% | $12,624-35.1% |