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 | $25,914 | $93,571-72.3% | $135,903-80.9% | $75,163-65.5% |
| Participation rate | 97.6% | 75.2%+22.5pp | 81.9%+15.7pp | 67.2%+30.5pp |
| Annual return | 15.43% | 30.90%-15.5pp | 68.23%-52.8pp | 160.62%-145.2pp |
| Employer contribution / active EE | $2,842 | $3,537-19.6% | $4,856-41.5% | $2,670+6.4% |
| Participant deferral / active EE | $4,489 | $6,404-29.9% | $7,758-42.1% | $4,125+8.8% |
| Admin fee / account holder | $3,275 | $6,975-53.0% | $10,762-69.6% | $5,651-42.0% |