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 | $27,274 | $177,572-84.6% | $154,803-82.4% | $142,382-80.8% |
| Participation rate | 95.5% | 82.1%+13.4pp | 78.1%+17.4pp | 80.1%+15.3pp |
| Annual return | 18.06% | 65.07%-47.0pp | 58.88%-40.8pp | 217.08%-199.0pp |
| Employer contribution / active EE | $2,159 | $4,810-55.1% | $4,305-49.8% | $4,299-49.8% |
| Participant deferral / active EE | $3,974 | $6,272-36.6% | $5,540-28.3% | $6,507-38.9% |
| Admin fee / account holder | $5,848 | $16,786-65.2% | $14,329-59.2% | $12,624-53.7% |