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 | $80,463 | $159,602-49.6% | $150,045-46.4% | $142,382-43.5% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 15.11% | 70.24%-55.1pp | 62.55%-47.4pp | 217.08%-202.0pp |
| Employer contribution / active EE | $1,941 | $4,961-60.9% | $4,693-58.6% | $4,299-54.9% |
| Participant deferral / active EE | $8,822 | $8,310+6.2% | $7,997+10.3% | $6,507+35.6% |
| Admin fee / account holder | $1,149 | $14,846-92.3% | $13,435-91.4% | $12,624-90.9% |