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 | $91,702 | $214,378-57.2% | $200,582-54.3% | $142,382-35.6% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.9%-1.2pp | 80.1%+5.6pp |
| Annual return | 20.14% | 46.41%-26.3pp | 42.33%-22.2pp | 217.08%-196.9pp |
| Employer contribution / active EE | $7,035 | $6,841+2.8% | $6,419+9.6% | $4,299+63.6% |
| Participant deferral / active EE | $10,852 | $9,865+10.0% | $9,331+16.3% | $6,507+66.8% |
| Admin fee / account holder | $686 | $17,692-96.1% | $16,305-95.8% | $12,624-94.6% |