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 | $72,414 | $159,602-54.6% | $150,045-51.7% | $142,382-49.1% |
| Participation rate | 81.3% | 84.0%-2.7pp | 82.3%-1.1pp | 80.1%+1.1pp |
| Annual return | 16.85% | 70.24%-53.4pp | 62.55%-45.7pp | 217.08%-200.2pp |
| Employer contribution / active EE | $1,894 | $4,961-61.8% | $4,693-59.6% | $4,299-56.0% |
| Participant deferral / active EE | $4,673 | $8,310-43.8% | $7,997-41.6% | $6,507-28.2% |
| Admin fee / account holder | $2,185 | $14,846-85.3% | $13,435-83.7% | $12,624-82.7% |