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 8-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 | $26,709 | $111,754-76.1% | $103,333-74.2% | $145,922-81.7% |
| Participation rate | 92.9% | 77.9%+14.9pp | 74.5%+18.3pp | 80.3%+12.6pp |
| Annual return | 13.41% | 24.77%-11.4pp | 24.88%-11.5pp | 561.29%-547.9pp |
| Employer contribution / active EE | $4,282 | $4,212+1.7% | $3,868+10.7% | $4,660-8.1% |
| Participant deferral / active EE | $5,050 | $5,619-10.1% | $5,057-0.2% | $6,688-24.5% |
| Admin fee / account holder | $8,372 | $9,750-14.1% | $8,355+0.2% | $13,397-37.5% |