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 | $91,452 | $177,572-48.5% | $154,803-40.9% | $142,382-35.8% |
| Participation rate | 76.5% | 82.1%-5.6pp | 78.1%-1.6pp | 80.1%-3.6pp |
| Annual return | 17.44% | 65.07%-47.6pp | 58.88%-41.4pp | 217.08%-199.6pp |
| Employer contribution / active EE | $2,523 | $4,810-47.6% | $4,305-41.4% | $4,299-41.3% |
| Participant deferral / active EE | $5,185 | $6,272-17.3% | $5,540-6.4% | $6,507-20.3% |
| Admin fee / account holder | $897 | $16,786-94.7% | $14,329-93.7% | $12,624-92.9% |