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 | $109,605 | $159,602-31.3% | $150,045-27.0% | $142,382-23.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 18.60% | 70.24%-51.6pp | 62.55%-44.0pp | 217.08%-198.5pp |
| Employer contribution / active EE | $4,863 | $4,961-2.0% | $4,693+3.6% | $4,299+13.1% |
| Participant deferral / active EE | $14,226 | $8,310+71.2% | $7,997+77.9% | $6,507+118.6% |
| Admin fee / account holder | $12,150 | $14,846-18.2% | $13,435-9.6% | $12,624-3.8% |