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 | $20,758 | $140,940-85.3% | $112,229-81.5% | $139,434-85.1% |
| Participation rate | 94.7% | 79.2%+15.6pp | 72.4%+22.3pp | 80.3%+14.4pp |
| Annual return | 31.28% | 32.71%-1.4pp | 30.20%+1.1pp | 372.94%-341.7pp |
| Employer contribution / active EE | $3,831 | $4,283-10.6% | $3,430+11.7% | $4,751-19.4% |
| Participant deferral / active EE | $6,719 | $5,874+14.4% | $4,798+40.0% | $6,710+0.1% |
| Admin fee / account holder | $1,482 | $9,954-85.1% | $7,748-80.9% | $11,403-87.0% |