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 | $43,708 | $183,519-76.2% | $155,509-71.9% | $145,922-70.0% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 16.45% | 61.17%-44.7pp | 64.67%-48.2pp | 561.29%-544.8pp |
| Employer contribution / active EE | $1,081 | $5,313-79.7% | $4,672-76.9% | $4,660-76.8% |
| Participant deferral / active EE | $5,135 | $6,462-20.5% | $5,626-8.7% | $6,688-23.2% |
| Admin fee / account holder | $849 | $19,313-95.6% | $15,912-94.7% | $13,397-93.7% |