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 | $55,183 | $127,065-56.6% | $113,168-51.2% | $142,382-61.2% |
| Participation rate | 75.0% | 79.2%-4.2pp | 76.6%-1.6pp | 80.1%-5.1pp |
| Annual return | 18.90% | 24.03%-5.1pp | 24.27%-5.4pp | 217.08%-198.2pp |
| Employer contribution / active EE | $3,550 | $3,442+3.1% | $2,975+19.3% | $4,299-17.4% |
| Participant deferral / active EE | $6,870 | $5,716+20.2% | $5,107+34.5% | $6,507+5.6% |
| Admin fee / account holder | $1,865 | $15,736-88.2% | $12,068-84.5% | $12,624-85.2% |