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 3-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 | $24,382 | $114,381-78.7% | $107,525-77.3% | $142,382-82.9% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 26.29% | 242.71%-216.4pp | 181.32%-155.0pp | 217.08%-190.8pp |
| Employer contribution / active EE | $2,768 | $4,015-31.0% | $3,754-26.2% | $4,299-35.6% |
| Participant deferral / active EE | $4,905 | $5,564-11.8% | $5,116-4.1% | $6,507-24.6% |
| Admin fee / account holder | $3,032 | $9,860-69.2% | $8,919-66.0% | $12,624-76.0% |