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 4-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 | $69,043 | $106,584-35.2% | $101,326-31.9% | $142,382-51.5% |
| Participation rate | 77.8% | 82.7%-4.9pp | 81.5%-3.7pp | 80.1%-2.3pp |
| Annual return | 17.51% | 36.93%-19.4pp | 36.82%-19.3pp | 217.08%-199.6pp |
| Employer contribution / active EE | $4,969 | $3,956+25.6% | $3,665+35.6% | $4,299+15.6% |
| Participant deferral / active EE | $8,081 | $8,297-2.6% | $7,994+1.1% | $6,507+24.2% |
| Admin fee / account holder | $578 | $11,446-94.9% | $11,185-94.8% | $12,624-95.4% |