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 | $26,352 | $127,065-79.3% | $113,168-76.7% | $142,382-81.5% |
| Participation rate | 85.0% | 79.2%+5.8pp | 76.6%+8.4pp | 80.1%+4.9pp |
| Annual return | 15.78% | 24.03%-8.2pp | 24.27%-8.5pp | 217.08%-201.3pp |
| Employer contribution / active EE | $3,783 | $3,442+9.9% | $2,975+27.1% | $4,299-12.0% |
| Participant deferral / active EE | $7,519 | $5,716+31.5% | $5,107+47.2% | $6,507+15.6% |
| Admin fee / account holder | $10,674 | $15,736-32.2% | $12,068-11.5% | $12,624-15.4% |