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 | $75,342 | $105,630-28.7% | $87,507-13.9% | $273,961-72.5% |
| Participation rate | 93.3% | 78.2%+15.1pp | 73.8%+19.5pp | 83.0%+10.3pp |
| Annual return | 8.11% | 12.25%-4.1pp | 12.21%-4.1pp | 41.45%-33.3pp |
| Employer contribution / active EE | $1,309 | $3,141-58.3% | $2,550-48.7% | $4,869-73.1% |
| Participant deferral / active EE | $1,595 | $3,601-55.7% | $3,149-49.3% | $5,287-69.8% |
| Admin fee / account holder | $543 | $4,781-88.6% | $4,221-87.1% | $10,132-94.6% |