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 10-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 | $81,864 | $210,408-61.1% | $153,485-46.7% | $145,922-43.9% |
| Participation rate | 71.4% | 82.1%-10.7pp | 77.1%-5.7pp | 80.3%-8.8pp |
| Annual return | 14.26% | 13.37%+0.9pp | 15.65%-1.4pp | 561.29%-547.0pp |
| Employer contribution / active EE | $4,172 | $6,048-31.0% | $5,039-17.2% | $4,660-10.5% |
| Participant deferral / active EE | $8,632 | $7,975+8.2% | $6,757+27.8% | $6,688+29.1% |
| Admin fee / account holder | $9,854 | $19,419-49.3% | $12,724-22.6% | $13,397-26.4% |