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 9-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 | $47,714 | $117,983-59.6% | $101,794-53.1% | $142,382-66.5% |
| Participation rate | 73.3% | 74.2%-0.9pp | 69.2%+4.1pp | 80.1%-6.8pp |
| Annual return | 18.79% | 36.92%-18.1pp | 30.53%-11.7pp | 217.08%-198.3pp |
| Employer contribution / active EE | $1,873 | $2,773-32.4% | $2,289-18.2% | $4,299-56.4% |
| Participant deferral / active EE | $2,687 | $4,714-43.0% | $4,084-34.2% | $6,507-58.7% |
| Admin fee / account holder | $564 | $10,433-94.6% | $8,777-93.6% | $12,624-95.5% |