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 | $26,814 | $179,726-85.1% | $156,263-82.8% | $142,382-81.2% |
| Participation rate | 89.5% | 82.1%+7.4pp | 78.9%+10.6pp | 80.1%+9.4pp |
| Annual return | 16.11% | 77.86%-61.7pp | 59.47%-43.4pp | 217.08%-201.0pp |
| Employer contribution / active EE | $6,819 | $5,069+34.5% | $4,333+57.4% | $4,299+58.6% |
| Participant deferral / active EE | $3,600 | $6,956-48.3% | $6,158-41.5% | $6,507-44.7% |
| Admin fee / account holder | $627 | $17,272-96.4% | $14,255-95.6% | $12,624-95.0% |