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 | $63,831 | $177,572-64.1% | $154,803-58.8% | $142,382-55.2% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.1%+10.8pp | 80.1%+8.8pp |
| Annual return | 14.55% | 65.07%-50.5pp | 58.88%-44.3pp | 217.08%-202.5pp |
| Employer contribution / active EE | $2,346 | $4,810-51.2% | $4,305-45.5% | $4,299-45.4% |
| Participant deferral / active EE | $4,391 | $6,272-30.0% | $5,540-20.7% | $6,507-32.5% |
| Admin fee / account holder | $896 | $16,786-94.7% | $14,329-93.7% | $12,624-92.9% |