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 4-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 | $109,574 | $214,378-48.9% | $200,582-45.4% | $142,382-23.0% |
| Participation rate | 90.0% | 87.4%+2.6pp | 86.9%+3.1pp | 80.1%+9.9pp |
| Annual return | 18.59% | 46.41%-27.8pp | 42.33%-23.7pp | 217.08%-198.5pp |
| Employer contribution / active EE | $4,963 | $6,841-27.4% | $6,419-22.7% | $4,299+15.5% |
| Participant deferral / active EE | $9,641 | $9,865-2.3% | $9,331+3.3% | $6,507+48.2% |
| Admin fee / account holder | $1,463 | $17,692-91.7% | $16,305-91.0% | $12,624-88.4% |