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 | $83,884 | $214,378-60.9% | $200,582-58.2% | $142,382-41.1% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 15.11% | 46.41%-31.3pp | 42.33%-27.2pp | 217.08%-202.0pp |
| Employer contribution / active EE | $4,682 | $6,841-31.6% | $6,419-27.1% | $4,299+8.9% |
| Participant deferral / active EE | $14,499 | $9,865+47.0% | $9,331+55.4% | $6,507+122.8% |
| Admin fee / account holder | $10,663 | $17,692-39.7% | $16,305-34.6% | $12,624-15.5% |