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 | $72,101 | $171,164-57.9% | $127,761-43.6% | $152,861-52.8% |
| Participation rate | 80.0% | 83.4%-3.4pp | 79.0%+1.0pp | 82.4%-2.4pp |
| Annual return | 23.49% | 23.54%0pp | 26.14%-2.7pp | 345.32%-321.8pp |
| Employer contribution / active EE | $5,743 | $5,447+5.4% | $4,574+25.6% | $4,762+20.6% |
| Participant deferral / active EE | $11,374 | $7,038+61.6% | $6,021+88.9% | $5,850+94.4% |
| Admin fee / account holder | $9,315 | $14,530-35.9% | $9,395-0.9% | $11,596-19.7% |