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 3-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 | $84,237 | $127,065-33.7% | $113,168-25.6% | $142,382-40.8% |
| Participation rate | 91.3% | 79.2%+12.1pp | 76.6%+14.7pp | 80.1%+11.2pp |
| Annual return | 13.87% | 24.03%-10.2pp | 24.27%-10.4pp | 217.08%-203.2pp |
| Employer contribution / active EE | $2,688 | $3,442-21.9% | $2,975-9.7% | $4,299-37.5% |
| Participant deferral / active EE | $4,794 | $5,716-16.1% | $5,107-6.1% | $6,507-26.3% |
| Admin fee / account holder | $2,244 | $15,736-85.7% | $12,068-81.4% | $12,624-82.2% |