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 | $80,345 | $106,584-24.6% | $101,326-20.7% | $142,382-43.6% |
| Participation rate | 80.0% | 82.7%-2.7pp | 81.5%-1.5pp | 80.1%-0.1pp |
| Annual return | 18.77% | 36.93%-18.2pp | 36.82%-18.1pp | 217.08%-198.3pp |
| Employer contribution / active EE | $2,781 | $3,956-29.7% | $3,665-24.1% | $4,299-35.3% |
| Participant deferral / active EE | $5,873 | $8,297-29.2% | $7,994-26.5% | $6,507-9.8% |
| Admin fee / account holder | $5,660 | $11,446-50.6% | $11,185-49.4% | $12,624-55.2% |