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 | $74,714 | $117,983-36.7% | $101,794-26.6% | $142,382-47.5% |
| Participation rate | 70.0% | 74.2%-4.2pp | 69.2%+0.8pp | 80.1%-10.1pp |
| Annual return | 10.44% | 36.92%-26.5pp | 30.53%-20.1pp | 217.08%-206.6pp |
| Employer contribution / active EE | $1,100 | $2,773-60.3% | $2,289-52.0% | $4,299-74.4% |
| Participant deferral / active EE | $2,177 | $4,714-53.8% | $4,084-46.7% | $6,507-66.6% |
| Admin fee / account holder | $305 | $10,433-97.1% | $8,777-96.5% | $12,624-97.6% |