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 | $65,921 | $177,572-62.9% | $154,803-57.4% | $142,382-53.7% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 16.35% | 65.07%-48.7pp | 58.88%-42.5pp | 217.08%-200.7pp |
| Employer contribution / active EE | $2,279 | $4,810-52.6% | $4,305-47.1% | $4,299-47.0% |
| Participant deferral / active EE | $6,156 | $6,272-1.8% | $5,540+11.1% | $6,507-5.4% |
| Admin fee / account holder | $351 | $16,786-97.9% | $14,329-97.6% | $12,624-97.2% |