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 5-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 | $91,872 | $148,978-38.3% | $200,582-54.2% | $84,808+8.3% |
| Participation rate | 71.9% | 84.2%-12.4pp | 86.9%-15.0pp | 68.3%+3.6pp |
| Annual return | 21.55% | 28.16%-6.6pp | 42.33%-20.8pp | 40.90%-19.3pp |
| Employer contribution / active EE | $5,565 | $4,815+15.6% | $6,419-13.3% | $2,631+111.5% |
| Participant deferral / active EE | $5,429 | $7,142-24.0% | $9,331-41.8% | $4,212+28.9% |
| Admin fee / account holder | $1,088 | $13,977-92.2% | $16,305-93.3% | $7,344-85.2% |