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 3-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 | $98,324 | $117,983-16.7% | $101,794-3.4% | $142,382-30.9% |
| Participation rate | 73.3% | 74.2%-0.9pp | 69.2%+4.1pp | 80.1%-6.8pp |
| Annual return | 16.73% | 36.92%-20.2pp | 30.53%-13.8pp | 217.08%-200.3pp |
| Employer contribution / active EE | $2,471 | $2,773-10.9% | $2,289+7.9% | $4,299-42.5% |
| Participant deferral / active EE | $6,937 | $4,714+47.2% | $4,084+69.9% | $6,507+6.6% |
| Admin fee / account holder | $4,629 | $10,433-55.6% | $8,777-47.3% | $12,624-63.3% |