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 8-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 | $70,117 | $165,335-57.6% | $149,696-53.2% | $158,922-55.9% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 16.28% | 348.15%-331.9pp | 276.60%-260.3pp | 302.83%-286.5pp |
| Employer contribution / active EE | $2,320 | $5,103-54.5% | $4,644-50.0% | $4,761-51.3% |
| Participant deferral / active EE | $5,379 | $7,181-25.1% | $6,842-21.4% | $5,982-10.1% |
| Admin fee / account holder | $3,159 | $10,807-70.8% | $9,309-66.1% | $11,246-71.9% |