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 | $120,033 | $159,602-24.8% | $150,045-20.0% | $142,382-15.7% |
| Participation rate | 72.7% | 84.0%-11.2pp | 82.3%-9.6pp | 80.1%-7.4pp |
| Annual return | 18.97% | 70.24%-51.3pp | 62.55%-43.6pp | 217.08%-198.1pp |
| Employer contribution / active EE | $1,714 | $4,961-65.5% | $4,693-63.5% | $4,299-60.1% |
| Participant deferral / active EE | $5,905 | $8,310-28.9% | $7,997-26.2% | $6,507-9.3% |
| Admin fee / account holder | $995 | $14,846-93.3% | $13,435-92.6% | $12,624-92.1% |