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 | $86,925 | $179,726-51.6% | $156,263-44.4% | $142,382-38.9% |
| Participation rate | 70.0% | 82.1%-12.1pp | 78.9%-8.9pp | 80.1%-10.1pp |
| Annual return | 19.41% | 77.86%-58.4pp | 59.47%-40.1pp | 217.08%-197.7pp |
| Employer contribution / active EE | $3,137 | $5,069-38.1% | $4,333-27.6% | $4,299-27.0% |
| Participant deferral / active EE | $8,034 | $6,956+15.5% | $6,158+30.5% | $6,507+23.5% |
| Admin fee / account holder | $3,063 | $17,272-82.3% | $14,255-78.5% | $12,624-75.7% |