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 | $48,562 | $149,734-67.6% | $118,925-59.2% | $158,922-69.4% |
| Participation rate | 80.0% | 82.1%-2.1pp | 75.4%+4.6pp | 82.0%-2.0pp |
| Annual return | 19.70% | 19.95%-0.2pp | 35.88%-16.2pp | 302.83%-283.1pp |
| Employer contribution / active EE | $2,025 | $4,115-50.8% | $3,263-37.9% | $4,761-57.5% |
| Participant deferral / active EE | $5,185 | $5,223-0.7% | $4,265+21.6% | $5,982-13.3% |
| Admin fee / account holder | $531 | $8,603-93.8% | $6,581-91.9% | $11,246-95.3% |