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 | $97,077 | $201,272-51.8% | $184,203-47.3% | $145,922-33.5% |
| Participation rate | 91.7% | 87.5%+4.2pp | 86.8%+4.8pp | 80.3%+11.4pp |
| Annual return | 18.62% | 29.00%-10.4pp | 28.81%-10.2pp | 561.29%-542.7pp |
| Employer contribution / active EE | $3,674 | $7,022-47.7% | $6,427-42.8% | $4,660-21.1% |
| Participant deferral / active EE | $8,643 | $9,806-11.9% | $9,131-5.3% | $6,688+29.2% |
| Admin fee / account holder | $14,379 | $16,364-12.1% | $13,901+3.4% | $13,397+7.3% |