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 | $81,306 | $159,602-49.1% | $150,045-45.8% | $142,382-42.9% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 20.78% | 70.24%-49.5pp | 62.55%-41.8pp | 217.08%-196.3pp |
| Employer contribution / active EE | $3,060 | $4,961-38.3% | $4,693-34.8% | $4,299-28.8% |
| Participant deferral / active EE | $11,753 | $8,310+41.4% | $7,997+47.0% | $6,507+80.6% |
| Admin fee / account holder | $513 | $14,846-96.5% | $13,435-96.2% | $12,624-95.9% |