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 7-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 | $74,377 | $127,065-41.5% | $113,168-34.3% | $142,382-47.8% |
| Participation rate | 79.2% | 79.2%0pp | 76.6%+2.6pp | 80.1%-1.0pp |
| Annual return | 16.04% | 24.03%-8.0pp | 24.27%-8.2pp | 217.08%-201.0pp |
| Employer contribution / active EE | $1,652 | $3,442-52.0% | $2,975-44.5% | $4,299-61.6% |
| Participant deferral / active EE | $3,954 | $5,716-30.8% | $5,107-22.6% | $6,507-39.2% |
| Admin fee / account holder | $1,384 | $15,736-91.2% | $12,068-88.5% | $12,624-89.0% |