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 | $90,118 | $135,952-33.7% | $123,892-27.3% | $273,961-67.1% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 35.91% | 56.63%-20.7pp | 47.52%-11.6pp | 41.45%-5.5pp |
| Employer contribution / active EE | $2,061 | $5,170-60.1% | $4,617-55.4% | $4,869-57.7% |
| Participant deferral / active EE | $4,945 | $6,343-22.0% | $5,984-17.4% | $5,287-6.5% |
| Admin fee / account holder | $52,914 | $9,817+439.0% | $8,357+533.2% | $10,132+422.2% |