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 6-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 | $27,331 | $185,822-85.3% | $169,993-83.9% | $139,434-80.4% |
| Participation rate | 95.8% | 87.8%+8.1pp | 87.0%+8.8pp | 80.3%+15.5pp |
| Annual return | 19.33% | 60.50%-41.2pp | 53.37%-34.0pp | 372.94%-353.6pp |
| Employer contribution / active EE | $2,460 | $7,590-67.6% | $6,785-63.8% | $4,751-48.2% |
| Participant deferral / active EE | $6,435 | $11,622-44.6% | $10,408-38.2% | $6,710-4.1% |
| Admin fee / account holder | $3,621 | $15,381-76.5% | $12,815-71.7% | $11,403-68.2% |