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 5-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 | $69,093 | $114,381-39.6% | $107,525-35.7% | $142,382-51.5% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.1%-3.6pp | 80.1%-8.7pp |
| Annual return | 14.75% | 242.71%-228.0pp | 181.32%-166.6pp | 217.08%-202.3pp |
| Employer contribution / active EE | $1,541 | $4,015-61.6% | $3,754-59.0% | $4,299-64.2% |
| Participant deferral / active EE | $7,843 | $5,564+40.9% | $5,116+53.3% | $6,507+20.5% |
| Admin fee / account holder | $6,494 | $9,860-34.1% | $8,919-27.2% | $12,624-48.6% |