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 | $23,210 | $117,983-80.3% | $101,794-77.2% | $142,382-83.7% |
| Participation rate | 78.9% | 74.2%+4.7pp | 69.2%+9.8pp | 80.1%-1.2pp |
| Annual return | 12.14% | 36.92%-24.8pp | 30.53%-18.4pp | 217.08%-204.9pp |
| Employer contribution / active EE | $2,744 | $2,773-1.0% | $2,289+19.9% | $4,299-36.2% |
| Participant deferral / active EE | $4,112 | $4,714-12.8% | $4,084+0.7% | $6,507-36.8% |
| Admin fee / account holder | $10,520 | $10,433+0.8% | $8,777+19.9% | $12,624-16.7% |