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 6-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 | $67,408 | $80,717-16.5% | $154,803-56.5% | $84,808-20.5% |
| Participation rate | 74.4% | 66.8%+7.6pp | 78.1%-3.7pp | 68.3%+6.1pp |
| Annual return | 18.17% | 37.96%-19.8pp | 58.88%-40.7pp | 40.90%-22.7pp |
| Employer contribution / active EE | $1,571 | $2,761-43.1% | $4,305-63.5% | $2,631-40.3% |
| Participant deferral / active EE | $4,250 | $3,303+28.7% | $5,540-23.3% | $4,212+0.9% |
| Admin fee / account holder | $428 | $6,746-93.7% | $14,329-97.0% | $7,344-94.2% |