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 7-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 | $122,676 | $185,822-34.0% | $169,993-27.8% | $139,434-12.0% |
| Participation rate | 73.9% | 87.8%-13.8pp | 87.0%-13.1pp | 80.3%-6.4pp |
| Annual return | 17.03% | 60.50%-43.5pp | 53.37%-36.3pp | 372.94%-355.9pp |
| Employer contribution / active EE | $2,414 | $7,590-68.2% | $6,785-64.4% | $4,751-49.2% |
| Participant deferral / active EE | $5,838 | $11,622-49.8% | $10,408-43.9% | $6,710-13.0% |
| Admin fee / account holder | $643 | $15,381-95.8% | $12,815-95.0% | $11,403-94.4% |