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 | $73,162 | $183,519-60.1% | $155,509-53.0% | $145,922-49.9% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 11.56% | 61.17%-49.6pp | 64.67%-53.1pp | 561.29%-549.7pp |
| Employer contribution / active EE | $4,385 | $5,313-17.5% | $4,672-6.2% | $4,660-5.9% |
| Participant deferral / active EE | $4,154 | $6,462-35.7% | $5,626-26.2% | $6,688-37.9% |
| Admin fee / account holder | $1,081 | $19,313-94.4% | $15,912-93.2% | $13,397-91.9% |