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 | $27,232 | $214,378-87.3% | $200,582-86.4% | $142,382-80.9% |
| Participation rate | 88.9% | 87.4%+1.5pp | 86.9%+2.0pp | 80.1%+8.8pp |
| Annual return | 22.75% | 46.41%-23.7pp | 42.33%-19.6pp | 217.08%-194.3pp |
| Employer contribution / active EE | $6,026 | $6,841-11.9% | $6,419-6.1% | $4,299+40.2% |
| Participant deferral / active EE | $10,341 | $9,865+4.8% | $9,331+10.8% | $6,507+58.9% |
| Admin fee / account holder | $10,988 | $17,692-37.9% | $16,305-32.6% | $12,624-13.0% |