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 | $24,562 | $117,983-79.2% | $101,794-75.9% | $142,382-82.7% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.2%+19.7pp | 80.1%+8.8pp |
| Annual return | 19.87% | 36.92%-17.0pp | 30.53%-10.7pp | 217.08%-197.2pp |
| Employer contribution / active EE | $1,704 | $2,773-38.5% | $2,289-25.5% | $4,299-60.4% |
| Participant deferral / active EE | $4,886 | $4,714+3.6% | $4,084+19.6% | $6,507-24.9% |
| Admin fee / account holder | $1,856 | $10,433-82.2% | $8,777-78.9% | $12,624-85.3% |