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 | $97,496 | $165,984-41.3% | $164,813-40.8% | $145,922-33.2% |
| Participation rate | 78.6% | 82.0%-3.4pp | 78.6%0pp | 80.3%-1.7pp |
| Annual return | 12.86% | 100.03%-87.2pp | 69.93%-57.1pp | 561.29%-548.4pp |
| Employer contribution / active EE | $1,667 | $5,273-68.4% | $4,341-61.6% | $4,660-64.2% |
| Participant deferral / active EE | $4,426 | $6,959-36.4% | $6,031-26.6% | $6,688-33.8% |
| Admin fee / account holder | $3,263 | $16,648-80.4% | $12,690-74.3% | $13,397-75.6% |