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 8-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 | $189,106 | $106,584+77.4% | $101,326+86.6% | $142,382+32.8% |
| Participation rate | 80.0% | 82.7%-2.7pp | 81.5%-1.5pp | 80.1%-0.1pp |
| Annual return | 16.40% | 36.93%-20.5pp | 36.82%-20.4pp | 217.08%-200.7pp |
| Employer contribution / active EE | $1,468 | $3,956-62.9% | $3,665-59.9% | $4,299-65.9% |
| Participant deferral / active EE | $5,958 | $8,297-28.2% | $7,994-25.5% | $6,507-8.4% |
| Admin fee / account holder | $9,092 | $11,446-20.6% | $11,185-18.7% | $12,624-28.0% |