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 | $70,669 | $201,272-64.9% | $184,203-61.6% | $145,922-51.6% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 17.31% | 29.00%-11.7pp | 28.81%-11.5pp | 561.29%-544.0pp |
| Employer contribution / active EE | $23,556 | $7,022+235.5% | $6,427+266.5% | $4,660+405.5% |
| Participant deferral / active EE | $6,734 | $9,806-31.3% | $9,131-26.3% | $6,688+0.7% |
| Admin fee / account holder | $5,717 | $16,364-65.1% | $13,901-58.9% | $13,397-57.3% |