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 | $70,828 | $114,381-38.1% | $107,525-34.1% | $142,382-50.3% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 15.67% | 242.71%-227.0pp | 181.32%-165.6pp | 217.08%-201.4pp |
| Employer contribution / active EE | $1,969 | $4,015-51.0% | $3,754-47.6% | $4,299-54.2% |
| Participant deferral / active EE | $2,575 | $5,564-53.7% | $5,116-49.7% | $6,507-60.4% |
| Admin fee / account holder | $349 | $9,860-96.5% | $8,919-96.1% | $12,624-97.2% |