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 | $74,089 | $201,272-63.2% | $184,203-59.8% | $145,922-49.2% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 57.40% | 29.00%+28.4pp | 28.81%+28.6pp | 561.29%-503.9pp |
| Employer contribution / active EE | $3,634 | $7,022-48.2% | $6,427-43.5% | $4,660-22.0% |
| Participant deferral / active EE | $13,037 | $9,806+33.0% | $9,131+42.8% | $6,688+94.9% |
| Admin fee / account holder | $1,088 | $16,364-93.3% | $13,901-92.2% | $13,397-91.9% |