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 | $75,146 | $95,266-21.1% | $82,389-8.8% | $142,382-47.2% |
| Participation rate | 72.7% | 74.5%-1.7pp | 69.5%+3.2pp | 80.1%-7.4pp |
| Annual return | 22.96% | 25.74%-2.8pp | 28.67%-5.7pp | 217.08%-194.1pp |
| Employer contribution / active EE | $6,646 | $2,991+122.2% | $2,517+164.1% | $4,299+54.6% |
| Participant deferral / active EE | $17,369 | $4,809+261.2% | $4,155+318.1% | $6,507+166.9% |
| Admin fee / account holder | $3,053 | $8,563-64.4% | $7,231-57.8% | $12,624-75.8% |