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 | $121,695 | $214,378-43.2% | $200,582-39.3% | $142,382-14.5% |
| Participation rate | 73.7% | 87.4%-13.8pp | 86.9%-13.2pp | 80.1%-6.4pp |
| Annual return | 19.48% | 46.41%-26.9pp | 42.33%-22.8pp | 217.08%-197.6pp |
| Employer contribution / active EE | $5,088 | $6,841-25.6% | $6,419-20.7% | $4,299+18.4% |
| Participant deferral / active EE | $11,503 | $9,865+16.6% | $9,331+23.3% | $6,507+76.8% |
| Admin fee / account holder | $1,558 | $17,692-91.2% | $16,305-90.4% | $12,624-87.7% |