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 | $19,413 | $117,983-83.5% | $101,794-80.9% | $142,382-86.4% |
| Participation rate | 78.6% | 74.2%+4.3pp | 69.2%+9.4pp | 80.1%-1.5pp |
| Annual return | 14.25% | 36.92%-22.7pp | 30.53%-16.3pp | 217.08%-202.8pp |
| Employer contribution / active EE | $2,007 | $2,773-27.6% | $2,289-12.3% | $4,299-53.3% |
| Participant deferral / active EE | $3,447 | $4,714-26.9% | $4,084-15.6% | $6,507-47.0% |
| Admin fee / account holder | $2,461 | $10,433-76.4% | $8,777-72.0% | $12,624-80.5% |