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 | $28,874 | $117,983-75.5% | $101,794-71.6% | $142,382-79.7% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.2%+19.7pp | 80.1%+8.8pp |
| Annual return | 21.49% | 36.92%-15.4pp | 30.53%-9.0pp | 217.08%-195.6pp |
| Employer contribution / active EE | $1,897 | $2,773-31.6% | $2,289-17.1% | $4,299-55.9% |
| Participant deferral / active EE | $5,059 | $4,714+7.3% | $4,084+23.9% | $6,507-22.3% |
| Admin fee / account holder | $1,397 | $10,433-86.6% | $8,777-84.1% | $12,624-88.9% |