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 | $82,157 | $95,803-14.2% | $113,168-27.4% | $84,808-3.1% |
| Participation rate | 73.6% | 72.9%+0.7pp | 76.6%-3.0pp | 68.3%+5.3pp |
| Annual return | 18.17% | 25.00%-6.8pp | 24.27%-6.1pp | 40.90%-22.7pp |
| Employer contribution / active EE | $999 | $2,360-57.7% | $2,975-66.4% | $2,631-62.0% |
| Participant deferral / active EE | $3,714 | $4,242-12.5% | $5,107-27.3% | $4,212-11.8% |
| Admin fee / account holder | $1,040 | $8,989-88.4% | $12,068-91.4% | $7,344-85.8% |