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 4-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 | $24,336 | $114,381-78.7% | $107,525-77.4% | $142,382-82.9% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.1%+14.9pp | 80.1%+9.9pp |
| Annual return | 17.88% | 242.71%-224.8pp | 181.32%-163.4pp | 217.08%-199.2pp |
| Employer contribution / active EE | $3,527 | $4,015-12.1% | $3,754-6.0% | $4,299-18.0% |
| Participant deferral / active EE | $6,511 | $5,564+17.0% | $5,116+27.3% | $6,507+0.1% |
| Admin fee / account holder | $328 | $9,860-96.7% | $8,919-96.3% | $12,624-97.4% |