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 | $69,073 | $152,587-54.7% | $125,175-44.8% | $152,861-54.8% |
| Participation rate | 83.3% | 83.3%0pp | 79.8%+3.6pp | 82.4%+0.9pp |
| Annual return | 16.38% | 54.84%-38.5pp | 43.79%-27.4pp | 345.32%-328.9pp |
| Employer contribution / active EE | $1,762 | $4,946-64.4% | $3,865-54.4% | $4,762-63.0% |
| Participant deferral / active EE | $4,166 | $5,868-29.0% | $4,937-15.6% | $5,850-28.8% |
| Admin fee / account holder | $339 | $13,434-97.5% | $9,702-96.5% | $11,596-97.1% |