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 6-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 | $23,483 | $93,571-74.9% | $135,903-82.7% | $75,163-68.8% |
| Participation rate | 85.7% | 75.2%+10.5pp | 81.9%+3.8pp | 67.2%+18.5pp |
| Annual return | 31.84% | 30.90%+0.9pp | 68.23%-36.4pp | 160.62%-128.8pp |
| Employer contribution / active EE | $3,503 | $3,537-0.9% | $4,856-27.9% | $2,670+31.2% |
| Participant deferral / active EE | $5,790 | $6,404-9.6% | $7,758-25.4% | $4,125+40.4% |
| Admin fee / account holder | $413 | $6,975-94.1% | $10,762-96.2% | $5,651-92.7% |