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 6-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 | $71,454 | $115,770-38.3% | $101,248-29.4% | $158,922-55.0% |
| Participation rate | 77.8% | 79.4%-1.6pp | 75.8%+2.0pp | 82.0%-4.2pp |
| Annual return | 11.53% | 56.14%-44.6pp | 46.47%-34.9pp | 302.83%-291.3pp |
| Employer contribution / active EE | $1,735 | $4,175-58.4% | $3,660-52.6% | $4,761-63.6% |
| Participant deferral / active EE | $2,844 | $4,957-42.6% | $4,370-34.9% | $5,982-52.5% |
| Admin fee / account holder | $989 | $7,245-86.4% | $5,945-83.4% | $11,246-91.2% |