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 | $73,366 | $110,257-33.5% | $96,544-24.0% | $139,434-47.4% |
| Participation rate | 75.0% | 78.1%-3.1pp | 76.0%-1.0pp | 80.3%-5.3pp |
| Annual return | 20.21% | 26.32%-6.1pp | 25.84%-5.6pp | 372.94%-352.7pp |
| Employer contribution / active EE | $9,788 | $3,620+170.4% | $2,965+230.1% | $4,751+106.0% |
| Participant deferral / active EE | $9,203 | $5,548+65.9% | $4,851+89.7% | $6,710+37.2% |
| Admin fee / account holder | $8,731 | $11,591-24.7% | $8,252+5.8% | $11,403-23.4% |