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 3-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 | $25,088 | $127,065-80.3% | $113,168-77.8% | $142,382-82.4% |
| Participation rate | 91.7% | 79.2%+12.5pp | 76.6%+15.1pp | 80.1%+11.5pp |
| Annual return | 18.01% | 24.03%-6.0pp | 24.27%-6.3pp | 217.08%-199.1pp |
| Employer contribution / active EE | $3,360 | $3,442-2.4% | $2,975+12.9% | $4,299-21.9% |
| Participant deferral / active EE | $6,727 | $5,716+17.7% | $5,107+31.7% | $6,507+3.4% |
| Admin fee / account holder | $4,423 | $15,736-71.9% | $12,068-63.4% | $12,624-65.0% |