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 | $95,142 | $179,726-47.1% | $156,263-39.1% | $142,382-33.2% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.9%-1.1pp | 80.1%-2.3pp |
| Annual return | 19.65% | 77.86%-58.2pp | 59.47%-39.8pp | 217.08%-197.4pp |
| Employer contribution / active EE | $4,333 | $5,069-14.5% | $4,3330% | $4,299+0.8% |
| Participant deferral / active EE | $13,356 | $6,956+92.0% | $6,158+116.9% | $6,507+105.3% |
| Admin fee / account holder | $1,095 | $17,272-93.7% | $14,255-92.3% | $12,624-91.3% |