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 | $80,087 | $177,572-54.9% | $154,803-48.3% | $142,382-43.8% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 12.53% | 65.07%-52.5pp | 58.88%-46.4pp | 217.08%-204.5pp |
| Employer contribution / active EE | $2,110 | $4,810-56.1% | $4,305-51.0% | $4,299-50.9% |
| Participant deferral / active EE | $3,387 | $6,272-46.0% | $5,540-38.9% | $6,507-48.0% |
| Admin fee / account holder | $3,427 | $16,786-79.6% | $14,329-76.1% | $12,624-72.8% |