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 | $77,028 | $228,332-66.3% | $185,823-58.5% | $158,922-51.5% |
| Participation rate | 84.6% | 82.3%+2.3pp | 78.0%+6.6pp | 82.0%+2.7pp |
| Annual return | 11.70% | 40.80%-29.1pp | 35.95%-24.3pp | 302.83%-291.1pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,896 | $6,415-39.3% | $5,632-30.8% | $5,982-34.9% |
| Admin fee / account holder | $404 | $11,864-96.6% | $9,500-95.7% | $11,246-96.4% |