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 | $110,654 | $171,164-35.4% | $127,761-13.4% | $152,861-27.6% |
| Participation rate | 82.4% | 83.4%-1.1pp | 79.0%+3.4pp | 82.4%-0.1pp |
| Annual return | 21.32% | 23.54%-2.2pp | 26.14%-4.8pp | 345.32%-324.0pp |
| Employer contribution / active EE | $3,668 | $5,447-32.7% | $4,574-19.8% | $4,762-23.0% |
| Participant deferral / active EE | $5,382 | $7,038-23.5% | $6,021-10.6% | $5,850-8.0% |
| Admin fee / account holder | $590 | $14,530-95.9% | $9,395-93.7% | $11,596-94.9% |