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 | $93,517 | $127,065-26.4% | $113,168-17.4% | $142,382-34.3% |
| Participation rate | 70.6% | 79.2%-8.6pp | 76.6%-6.0pp | 80.1%-9.5pp |
| Annual return | 19.84% | 24.03%-4.2pp | 24.27%-4.4pp | 217.08%-197.2pp |
| Employer contribution / active EE | $3,045 | $3,442-11.5% | $2,975+2.3% | $4,299-29.2% |
| Participant deferral / active EE | $6,194 | $5,716+8.4% | $5,107+21.3% | $6,507-4.8% |
| Admin fee / account holder | $1,086 | $15,736-93.1% | $12,068-91.0% | $12,624-91.4% |