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 8-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 | $118,559 | $183,519-35.4% | $155,509-23.8% | $145,922-18.8% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 12.17% | 61.17%-49.0pp | 64.67%-52.5pp | 561.29%-549.1pp |
| Employer contribution / active EE | $3,073 | $5,313-42.2% | $4,672-34.2% | $4,660-34.1% |
| Participant deferral / active EE | $6,038 | $6,462-6.6% | $5,626+7.3% | $6,688-9.7% |
| Admin fee / account holder | $8,328 | $19,313-56.9% | $15,912-47.7% | $13,397-37.8% |