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 3-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 | $88,344 | $159,602-44.6% | $150,045-41.1% | $142,382-38.0% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.3%-12.3pp | 80.1%-10.1pp |
| Annual return | 16.01% | 70.24%-54.2pp | 62.55%-46.5pp | 217.08%-201.1pp |
| Employer contribution / active EE | $2,230 | $4,961-55.1% | $4,693-52.5% | $4,299-48.1% |
| Participant deferral / active EE | $4,181 | $8,310-49.7% | $7,997-47.7% | $6,507-35.8% |
| Admin fee / account holder | $734 | $14,846-95.1% | $13,435-94.5% | $12,624-94.2% |