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 | $31,733 | $111,754-71.6% | $103,333-69.3% | $145,922-78.3% |
| Participation rate | 93.8% | 77.9%+15.8pp | 74.5%+19.2pp | 80.3%+13.5pp |
| Annual return | 13.97% | 24.77%-10.8pp | 24.88%-10.9pp | 561.29%-547.3pp |
| Employer contribution / active EE | $2,152 | $4,212-48.9% | $3,868-44.4% | $4,660-53.8% |
| Participant deferral / active EE | $5,633 | $5,619+0.3% | $5,057+11.4% | $6,688-15.8% |
| Admin fee / account holder | $1,186 | $9,750-87.8% | $8,355-85.8% | $13,397-91.2% |