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 | $77,814 | $117,983-34.0% | $101,794-23.6% | $142,382-45.3% |
| Participation rate | 71.4% | 74.2%-2.8pp | 69.2%+2.2pp | 80.1%-8.7pp |
| Annual return | 12.35% | 36.92%-24.6pp | 30.53%-18.2pp | 217.08%-204.7pp |
| Employer contribution / active EE | $1,244 | $2,773-55.1% | $2,289-45.6% | $4,299-71.1% |
| Participant deferral / active EE | $4,004 | $4,714-15.1% | $4,084-2.0% | $6,507-38.5% |
| Admin fee / account holder | $766 | $10,433-92.7% | $8,777-91.3% | $12,624-93.9% |