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 6-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 | $85,097 | $127,065-33.0% | $113,168-24.8% | $142,382-40.2% |
| Participation rate | 70.0% | 79.2%-9.2pp | 76.6%-6.6pp | 80.1%-10.1pp |
| Annual return | 18.36% | 24.03%-5.7pp | 24.27%-5.9pp | 217.08%-198.7pp |
| Employer contribution / active EE | $1,809 | $3,442-47.4% | $2,975-39.2% | $4,299-57.9% |
| Participant deferral / active EE | $4,700 | $5,716-17.8% | $5,107-8.0% | $6,507-27.8% |
| Admin fee / account holder | $981 | $15,736-93.8% | $12,068-91.9% | $12,624-92.2% |