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 | $80,948 | $201,272-59.8% | $184,203-56.1% | $145,922-44.5% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 15.02% | 29.00%-14.0pp | 28.81%-13.8pp | 561.29%-546.3pp |
| Employer contribution / active EE | $3,278 | $7,022-53.3% | $6,427-49.0% | $4,660-29.7% |
| Participant deferral / active EE | $7,532 | $9,806-23.2% | $9,131-17.5% | $6,688+12.6% |
| Admin fee / account holder | $12,390 | $16,364-24.3% | $13,901-10.9% | $13,397-7.5% |