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 | $83,619 | $106,515-21.5% | $96,683-13.5% | $139,434-40.0% |
| Participation rate | 89.5% | 77.8%+11.6pp | 74.3%+15.1pp | 80.3%+9.2pp |
| Annual return | 17.16% | 38.43%-21.3pp | 35.69%-18.5pp | 372.94%-355.8pp |
| Employer contribution / active EE | $2,616 | $4,103-36.2% | $3,737-30.0% | $4,751-44.9% |
| Participant deferral / active EE | $4,468 | $5,454-18.1% | $4,878-8.4% | $6,710-33.4% |
| Admin fee / account holder | $579 | $7,877-92.6% | $6,730-91.4% | $11,403-94.9% |