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 6-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 | $18,110 | $106,515-83.0% | $96,683-81.3% | $139,434-87.0% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 17.56% | 38.43%-20.9pp | 35.69%-18.1pp | 372.94%-355.4pp |
| Employer contribution / active EE | $4,512 | $4,103+10.0% | $3,737+20.7% | $4,751-5.0% |
| Participant deferral / active EE | $10,065 | $5,454+84.5% | $4,878+106.3% | $6,710+50.0% |
| Admin fee / account holder | $11,963 | $7,877+51.9% | $6,730+77.8% | $11,403+4.9% |