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 | $93,615 | $133,922-30.1% | $116,228-19.5% | $142,382-34.3% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.6%+5.4pp | 80.1%-0.1pp |
| Annual return | 10.41% | 147.76%-137.3pp | 90.06%-79.6pp | 217.08%-206.7pp |
| Employer contribution / active EE | $1,804 | $3,446-47.6% | $2,994-39.7% | $4,299-58.0% |
| Participant deferral / active EE | $4,462 | $5,672-21.3% | $4,953-9.9% | $6,507-31.4% |
| Admin fee / account holder | $2,830 | $14,945-81.1% | $11,989-76.4% | $12,624-77.6% |