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 | $25,555 | $93,571-72.7% | $135,903-81.2% | $75,163-66.0% |
| Participation rate | 96.7% | 75.2%+21.5pp | 81.9%+14.8pp | 67.2%+29.5pp |
| Annual return | 22.36% | 30.90%-8.5pp | 68.23%-45.9pp | 160.62%-138.3pp |
| Employer contribution / active EE | $1,823 | $3,537-48.5% | $4,856-62.5% | $2,670-31.7% |
| Participant deferral / active EE | $4,932 | $6,404-23.0% | $7,758-36.4% | $4,125+19.6% |
| Admin fee / account holder | $10,179 | $6,975+45.9% | $10,762-5.4% | $5,651+80.1% |