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 9-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 | $136,497 | $201,272-32.2% | $184,203-25.9% | $145,922-6.5% |
| Participation rate | 78.9% | 87.5%-8.5pp | 86.8%-7.9pp | 80.3%-1.3pp |
| Annual return | 14.04% | 29.00%-15.0pp | 28.81%-14.8pp | 561.29%-547.2pp |
| Employer contribution / active EE | $1,706 | $7,022-75.7% | $6,427-73.5% | $4,660-63.4% |
| Participant deferral / active EE | $5,422 | $9,806-44.7% | $9,131-40.6% | $6,688-18.9% |
| Admin fee / account holder | $1,498 | $16,364-90.8% | $13,901-89.2% | $13,397-88.8% |