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 10-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 | $69,175 | $214,378-67.7% | $200,582-65.5% | $142,382-51.4% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 13.33% | 46.41%-33.1pp | 42.33%-29.0pp | 217.08%-203.7pp |
| Employer contribution / active EE | $3,098 | $6,841-54.7% | $6,419-51.7% | $4,299-27.9% |
| Participant deferral / active EE | $5,683 | $9,865-42.4% | $9,331-39.1% | $6,507-12.7% |
| Admin fee / account holder | $1,961 | $17,692-88.9% | $16,305-88.0% | $12,624-84.5% |