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 | $63,071 | $96,956-34.9% | $70,014-9.9% | $273,961-77.0% |
| Participation rate | 86.7% | 77.1%+9.6pp | 71.8%+14.9pp | 83.0%+3.7pp |
| Annual return | 8.66% | 12.93%-4.3pp | 12.99%-4.3pp | 41.45%-32.8pp |
| Employer contribution / active EE | $2,087 | $3,316-37.1% | $2,338-10.7% | $4,869-57.1% |
| Participant deferral / active EE | $3,019 | $3,744-19.4% | $2,931+3.0% | $5,287-42.9% |
| Admin fee / account holder | $581 | $7,934-92.7% | $4,380-86.7% | $10,132-94.3% |