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 10-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 | $71,673 | $127,065-43.6% | $113,168-36.7% | $142,382-49.7% |
| Participation rate | 73.3% | 79.2%-5.9pp | 76.6%-3.2pp | 80.1%-6.8pp |
| Annual return | 18.79% | 24.03%-5.2pp | 24.27%-5.5pp | 217.08%-198.3pp |
| Employer contribution / active EE | $2,218 | $3,442-35.6% | $2,975-25.4% | $4,299-48.4% |
| Participant deferral / active EE | $4,914 | $5,716-14.0% | $5,107-3.8% | $6,507-24.5% |
| Admin fee / account holder | $549 | $15,736-96.5% | $12,068-95.4% | $12,624-95.6% |