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 | $97,585 | $159,602-38.9% | $150,045-35.0% | $142,382-31.5% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.3%-0.5pp | 80.1%+1.7pp |
| Annual return | 14.78% | 70.24%-55.5pp | 62.55%-47.8pp | 217.08%-202.3pp |
| Employer contribution / active EE | $6,366 | $4,961+28.3% | $4,693+35.6% | $4,299+48.1% |
| Participant deferral / active EE | $4,137 | $8,310-50.2% | $7,997-48.3% | $6,507-36.4% |
| Admin fee / account holder | $1,505 | $14,846-89.9% | $13,435-88.8% | $12,624-88.1% |