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 | $67,826 | $124,281-45.4% | $109,143-37.9% | $167,490-59.5% |
| Participation rate | 95.5% | 79.4%+16.0pp | 75.9%+19.6pp | 82.1%+13.3pp |
| Annual return | 18.34% | 26.04%-7.7pp | 25.75%-7.4pp | 478.56%-460.2pp |
| Employer contribution / active EE | $3,061 | $4,207-27.3% | $3,722-17.8% | $4,837-36.7% |
| Participant deferral / active EE | $6,791 | $5,255+29.2% | $4,653+45.9% | $6,341+7.1% |
| Admin fee / account holder | $902 | $7,970-88.7% | $6,752-86.6% | $12,309-92.7% |