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 | $92,247 | $179,726-48.7% | $156,263-41.0% | $142,382-35.2% |
| Participation rate | 72.7% | 82.1%-9.3pp | 78.9%-6.2pp | 80.1%-7.4pp |
| Annual return | 16.21% | 77.86%-61.6pp | 59.47%-43.3pp | 217.08%-200.9pp |
| Employer contribution / active EE | $1,738 | $5,069-65.7% | $4,333-59.9% | $4,299-59.6% |
| Participant deferral / active EE | $3,750 | $6,956-46.1% | $6,158-39.1% | $6,507-42.4% |
| Admin fee / account holder | $816 | $17,272-95.3% | $14,255-94.3% | $12,624-93.5% |