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 | $11,959 | $114,381-89.5% | $107,525-88.9% | $142,382-91.6% |
| Participation rate | 82.4% | 78.1%+4.2pp | 75.1%+7.3pp | 80.1%+2.2pp |
| Annual return | 18.05% | 242.71%-224.7pp | 181.32%-163.3pp | 217.08%-199.0pp |
| Employer contribution / active EE | $2,926 | $4,015-27.1% | $3,754-22.0% | $4,299-31.9% |
| Participant deferral / active EE | $3,309 | $5,564-40.5% | $5,116-35.3% | $6,507-49.2% |
| Admin fee / account holder | $2,056 | $9,860-79.1% | $8,919-76.9% | $12,624-83.7% |