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 | $93,105 | $201,272-53.7% | $184,203-49.5% | $145,922-36.2% |
| Participation rate | 73.7% | 87.5%-13.8pp | 86.8%-13.1pp | 80.3%-6.6pp |
| Annual return | 17.24% | 29.00%-11.8pp | 28.81%-11.6pp | 561.29%-544.0pp |
| Employer contribution / active EE | $4,078 | $7,022-41.9% | $6,427-36.6% | $4,660-12.5% |
| Participant deferral / active EE | $10,058 | $9,806+2.6% | $9,131+10.1% | $6,688+50.4% |
| Admin fee / account holder | $6,918 | $16,364-57.7% | $13,901-50.2% | $13,397-48.4% |