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 | $83,600 | $106,584-21.6% | $101,326-17.5% | $142,382-41.3% |
| Participation rate | 78.3% | 82.7%-4.4pp | 81.5%-3.2pp | 80.1%-1.9pp |
| Annual return | 20.30% | 36.93%-16.6pp | 36.82%-16.5pp | 217.08%-196.8pp |
| Employer contribution / active EE | $2,363 | $3,956-40.3% | $3,665-35.5% | $4,299-45.0% |
| Participant deferral / active EE | $4,918 | $8,297-40.7% | $7,994-38.5% | $6,507-24.4% |
| Admin fee / account holder | $1,758 | $11,446-84.6% | $11,185-84.3% | $12,624-86.1% |