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 | $67,470 | $159,602-57.7% | $150,045-55.0% | $142,382-52.6% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 13.00% | 70.24%-57.2pp | 62.55%-49.5pp | 217.08%-204.1pp |
| Employer contribution / active EE | $6,326 | $4,961+27.5% | $4,693+34.8% | $4,299+47.1% |
| Participant deferral / active EE | $13,310 | $8,310+60.2% | $7,997+66.4% | $6,507+104.5% |
| Admin fee / account holder | $8,652 | $14,846-41.7% | $13,435-35.6% | $12,624-31.5% |