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 | $29,318 | $109,881-73.3% | $150,045-80.5% | $84,808-65.4% |
| Participation rate | 98.0% | 76.1%+21.9pp | 82.3%+15.7pp | 68.3%+29.7pp |
| Annual return | 17.08% | 28.25%-11.2pp | 62.55%-45.5pp | 40.90%-23.8pp |
| Employer contribution / active EE | $2,557 | $3,561-28.2% | $4,693-45.5% | $2,631-2.8% |
| Participant deferral / active EE | $6,010 | $6,636-9.4% | $7,997-24.8% | $4,212+42.7% |
| Admin fee / account holder | $5,327 | $8,568-37.8% | $13,435-60.4% | $7,344-27.5% |