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 | $75,149 | $159,602-52.9% | $150,045-49.9% | $142,382-47.2% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 18.26% | 70.24%-52.0pp | 62.55%-44.3pp | 217.08%-198.8pp |
| Employer contribution / active EE | $11,342 | $4,961+128.6% | $4,693+141.7% | $4,299+163.8% |
| Participant deferral / active EE | $7,499 | $8,310-9.8% | $7,997-6.2% | $6,507+15.2% |
| Admin fee / account holder | $2,185 | $14,846-85.3% | $13,435-83.7% | $12,624-82.7% |