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 | $21,661 | $60,892-64.4% | $82,389-73.7% | $84,808-74.5% |
| Participation rate | 81.3% | 63.3%+18.0pp | 69.5%+11.7pp | 68.3%+12.9pp |
| Annual return | 26.81% | 37.29%-10.5pp | 28.67%-1.9pp | 40.90%-14.1pp |
| Employer contribution / active EE | $4,001 | $1,779+124.9% | $2,517+59.0% | $2,631+52.1% |
| Participant deferral / active EE | $7,134 | $3,179+124.4% | $4,155+71.7% | $4,212+69.4% |
| Admin fee / account holder | $3,953 | $5,467-27.7% | $7,231-45.3% | $7,344-46.2% |