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 | $116,686 | $183,519-36.4% | $155,509-25.0% | $145,922-20.0% |
| Participation rate | 71.4% | 82.7%-11.2pp | 78.2%-6.8pp | 80.3%-8.8pp |
| Annual return | 16.08% | 61.17%-45.1pp | 64.67%-48.6pp | 561.29%-545.2pp |
| Employer contribution / active EE | $2,114 | $5,313-60.2% | $4,672-54.8% | $4,660-54.6% |
| Participant deferral / active EE | $5,759 | $6,462-10.9% | $5,626+2.4% | $6,688-13.9% |
| Admin fee / account holder | $15,444 | $19,313-20.0% | $15,912-2.9% | $13,397+15.3% |