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 8-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 | $79,474 | $117,983-32.6% | $101,794-21.9% | $142,382-44.2% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.2%+14.1pp | 80.1%+3.2pp |
| Annual return | 19.96% | 36.92%-17.0pp | 30.53%-10.6pp | 217.08%-197.1pp |
| Employer contribution / active EE | $3,380 | $2,773+21.9% | $2,289+47.7% | $4,299-21.4% |
| Participant deferral / active EE | $13,258 | $4,714+181.3% | $4,084+224.6% | $6,507+103.7% |
| Admin fee / account holder | $819 | $10,433-92.1% | $8,777-90.7% | $12,624-93.5% |