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 | $68,214 | $102,616-33.5% | $81,983-16.8% | $158,922-57.1% |
| Participation rate | 91.7% | 75.5%+16.1pp | 69.2%+22.4pp | 82.0%+9.7pp |
| Annual return | 19.36% | 61.04%-41.7pp | 41.31%-21.9pp | 302.83%-283.5pp |
| Employer contribution / active EE | $2,764 | $3,240-14.7% | $2,498+10.6% | $4,761-42.0% |
| Participant deferral / active EE | $4,631 | $4,648-0.4% | $3,722+24.4% | $5,982-22.6% |
| Admin fee / account holder | $946 | $8,235-88.5% | $5,664-83.3% | $11,246-91.6% |