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 7-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 | $63,582 | $149,734-57.5% | $118,925-46.5% | $158,922-60.0% |
| Participation rate | 75.0% | 82.1%-7.1pp | 75.4%-0.4pp | 82.0%-7.0pp |
| Annual return | 9.19% | 19.95%-10.8pp | 35.88%-26.7pp | 302.83%-293.6pp |
| Employer contribution / active EE | $1,821 | $4,115-55.8% | $3,263-44.2% | $4,761-61.8% |
| Participant deferral / active EE | $12,424 | $5,223+137.9% | $4,265+191.3% | $5,982+107.7% |
| Admin fee / account holder | $613 | $8,603-92.9% | $6,581-90.7% | $11,246-94.5% |