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 | $84,007 | $110,257-23.8% | $96,544-13.0% | $139,434-39.8% |
| Participation rate | 86.4% | 78.1%+8.3pp | 76.0%+10.4pp | 80.3%+6.0pp |
| Annual return | 16.13% | 26.32%-10.2pp | 25.84%-9.7pp | 372.94%-356.8pp |
| Employer contribution / active EE | $2,463 | $3,620-31.9% | $2,965-16.9% | $4,751-48.2% |
| Participant deferral / active EE | $2,772 | $5,548-50.0% | $4,851-42.9% | $6,710-58.7% |
| Admin fee / account holder | $2,060 | $11,591-82.2% | $8,252-75.0% | $11,403-81.9% |