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 | $27,010 | $176,056-84.7% | $159,436-83.1% | $167,490-83.9% |
| Participation rate | 87.5% | 84.9%+2.6pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 18.78% | 331.75%-313.0pp | 263.57%-244.8pp | 478.56%-459.8pp |
| Employer contribution / active EE | $2,643 | $5,297-50.1% | $4,829-45.3% | $4,837-45.4% |
| Participant deferral / active EE | $6,850 | $7,750-11.6% | $7,352-6.8% | $6,341+8.0% |
| Admin fee / account holder | $4,366 | $12,554-65.2% | $10,799-59.6% | $12,309-64.5% |