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 | $25,345 | $80,717-68.6% | $154,803-83.6% | $84,808-70.1% |
| Participation rate | 95.0% | 66.8%+28.2pp | 78.1%+16.9pp | 68.3%+26.7pp |
| Annual return | 38.83% | 37.96%+0.9pp | 58.88%-20.1pp | 40.90%-2.1pp |
| Employer contribution / active EE | $859 | $2,761-68.9% | $4,305-80.1% | $2,631-67.4% |
| Participant deferral / active EE | $6,613 | $3,303+100.2% | $5,540+19.4% | $4,212+57.0% |
| Admin fee / account holder | $1,640 | $6,746-75.7% | $14,329-88.6% | $7,344-77.7% |