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 7-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 | $85,966 | $149,734-42.6% | $118,925-27.7% | $158,922-45.9% |
| Participation rate | 75.0% | 82.1%-7.1pp | 75.4%-0.4pp | 82.0%-7.0pp |
| Annual return | 15.00% | 19.95%-4.9pp | 35.88%-20.9pp | 302.83%-287.8pp |
| Employer contribution / active EE | $1,557 | $4,115-62.2% | $3,263-52.3% | $4,761-67.3% |
| Participant deferral / active EE | $5,128 | $5,223-1.8% | $4,265+20.2% | $5,982-14.3% |
| Admin fee / account holder | $802 | $8,603-90.7% | $6,581-87.8% | $11,246-92.9% |