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 8-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 | $86,834 | $110,257-21.2% | $96,544-10.1% | $139,434-37.7% |
| Participation rate | 75.0% | 78.1%-3.1pp | 76.0%-1.0pp | 80.3%-5.3pp |
| Annual return | 18.29% | 26.32%-8.0pp | 25.84%-7.6pp | 372.94%-354.7pp |
| Employer contribution / active EE | $1,874 | $3,620-48.2% | $2,965-36.8% | $4,751-60.6% |
| Participant deferral / active EE | $2,996 | $5,548-46.0% | $4,851-38.2% | $6,710-55.4% |
| Admin fee / account holder | $3,108 | $11,591-73.2% | $8,252-62.3% | $11,403-72.7% |