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 | $80,512 | $157,256-48.8% | $141,162-43.0% | $152,861-47.3% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 15.55% | 64.32%-48.8pp | 71.39%-55.8pp | 345.32%-329.8pp |
| Employer contribution / active EE | $4,952 | $5,261-5.9% | $4,735+4.6% | $4,762+4.0% |
| Participant deferral / active EE | $3,991 | $7,109-43.9% | $6,709-40.5% | $5,850-31.8% |
| Admin fee / account holder | $2,951 | $12,120-75.7% | $10,261-71.2% | $11,596-74.6% |