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 10-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 | $80,238 | $157,256-49.0% | $141,162-43.2% | $152,861-47.5% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.4%-4.7pp |
| Annual return | 19.66% | 64.32%-44.7pp | 71.39%-51.7pp | 345.32%-325.7pp |
| Employer contribution / active EE | $1,886 | $5,261-64.2% | $4,735-60.2% | $4,762-60.4% |
| Participant deferral / active EE | $3,938 | $7,109-44.6% | $6,709-41.3% | $5,850-32.7% |
| Admin fee / account holder | $1,197 | $12,120-90.1% | $10,261-88.3% | $11,596-89.7% |