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 | $84,179 | $201,272-58.2% | $184,203-54.3% | $145,922-42.3% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 32.73% | 29.00%+3.7pp | 28.81%+3.9pp | 561.29%-528.6pp |
| Employer contribution / active EE | $8,782 | $7,022+25.1% | $6,427+36.6% | $4,660+88.5% |
| Participant deferral / active EE | $17,908 | $9,806+82.6% | $9,131+96.1% | $6,688+167.8% |
| Admin fee / account holder | $15,329 | $16,364-6.3% | $13,901+10.3% | $13,397+14.4% |