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 6-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 | $87,133 | $114,381-23.8% | $107,525-19.0% | $142,382-38.8% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 18.47% | 242.71%-224.2pp | 181.32%-162.8pp | 217.08%-198.6pp |
| Employer contribution / active EE | $2,652 | $4,015-33.9% | $3,754-29.3% | $4,299-38.3% |
| Participant deferral / active EE | $4,791 | $5,564-13.9% | $5,116-6.4% | $6,507-26.4% |
| Admin fee / account holder | $1,703 | $9,860-82.7% | $8,919-80.9% | $12,624-86.5% |