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 | $76,051 | $127,065-40.1% | $113,168-32.8% | $142,382-46.6% |
| Participation rate | 82.4% | 79.2%+3.1pp | 76.6%+5.8pp | 80.1%+2.2pp |
| Annual return | 12.29% | 24.03%-11.7pp | 24.27%-12.0pp | 217.08%-204.8pp |
| Employer contribution / active EE | $864 | $3,442-74.9% | $2,975-70.9% | $4,299-79.9% |
| Participant deferral / active EE | $4,088 | $5,716-28.5% | $5,107-19.9% | $6,507-37.2% |
| Admin fee / account holder | $3,919 | $15,736-75.1% | $12,068-67.5% | $12,624-69.0% |