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 4-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 | $91,882 | $127,065-27.7% | $113,168-18.8% | $142,382-35.5% |
| Participation rate | 93.8% | 79.2%+14.5pp | 76.6%+17.2pp | 80.1%+13.6pp |
| Annual return | 16.80% | 24.03%-7.2pp | 24.27%-7.5pp | 217.08%-200.3pp |
| Employer contribution / active EE | $2,094 | $3,442-39.2% | $2,975-29.6% | $4,299-51.3% |
| Participant deferral / active EE | $5,061 | $5,716-11.5% | $5,107-0.9% | $6,507-22.2% |
| Admin fee / account holder | $6,931 | $15,736-56.0% | $12,068-42.6% | $12,624-45.1% |