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 | $69,460 | $117,841-41.1% | $102,423-32.2% | $145,922-52.4% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.1pp |
| Annual return | 15.15% | 31.65%-16.5pp | 29.32%-14.2pp | 561.29%-546.1pp |
| Employer contribution / active EE | $2,980 | $3,615-17.6% | $3,023-1.4% | $4,660-36.0% |
| Participant deferral / active EE | $5,687 | $5,731-0.8% | $5,053+12.5% | $6,688-15.0% |
| Admin fee / account holder | $423 | $13,326-96.8% | $9,451-95.5% | $13,397-96.8% |