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 | $53,290 | $127,065-58.1% | $113,168-52.9% | $142,382-62.6% |
| Participation rate | 76.5% | 79.2%-2.7pp | 76.6%-0.1pp | 80.1%-3.6pp |
| Annual return | 20.29% | 24.03%-3.7pp | 24.27%-4.0pp | 217.08%-196.8pp |
| Employer contribution / active EE | $2,063 | $3,442-40.1% | $2,975-30.7% | $4,299-52.0% |
| Participant deferral / active EE | $5,932 | $5,716+3.8% | $5,107+16.2% | $6,507-8.8% |
| Admin fee / account holder | $1,014 | $15,736-93.6% | $12,068-91.6% | $12,624-92.0% |