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 8-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 | $56,271 | $86,286-34.8% | $111,297-49.4% | $85,850-34.5% |
| Participation rate | 77.3% | 73.3%+3.9pp | 77.3%0pp | 69.3%+8.0pp |
| Annual return | 15.42% | 19.99%-4.6pp | 54.65%-39.2pp | 318.53%-303.1pp |
| Employer contribution / active EE | $1,573 | $2,043-23.0% | $2,731-42.4% | $2,565-38.7% |
| Participant deferral / active EE | $4,674 | $3,641+28.4% | $4,487+4.2% | $3,952+18.3% |
| Admin fee / account holder | $6,362 | $8,188-22.3% | $7,964-20.1% | $6,260+1.6% |