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 8-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 | $194,714 | $135,952+43.2% | $123,892+57.2% | $273,961-28.9% |
| Participation rate | 87.5% | 84.1%+3.4pp | 81.4%+6.1pp | 83.0%+4.5pp |
| Annual return | 7.84% | 56.63%-48.8pp | 47.52%-39.7pp | 41.45%-33.6pp |
| Employer contribution / active EE | $1,640 | $5,170-68.3% | $4,617-64.5% | $4,869-66.3% |
| Participant deferral / active EE | $2,349 | $6,343-63.0% | $5,984-60.7% | $5,287-55.6% |
| Admin fee / account holder | $978 | $9,817-90.0% | $8,357-88.3% | $10,132-90.3% |