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 9-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 | $98,174 | $179,726-45.4% | $156,263-37.2% | $142,382-31.0% |
| Participation rate | 72.2% | 82.1%-9.9pp | 78.9%-6.7pp | 80.1%-7.9pp |
| Annual return | 14.93% | 77.86%-62.9pp | 59.47%-44.5pp | 217.08%-202.1pp |
| Employer contribution / active EE | $1,416 | $5,069-72.1% | $4,333-67.3% | $4,299-67.1% |
| Participant deferral / active EE | $4,925 | $6,956-29.2% | $6,158-20.0% | $6,507-24.3% |
| Admin fee / account holder | $8,369 | $17,272-51.5% | $14,255-41.3% | $12,624-33.7% |