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 5-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 | $68,438 | $117,983-42.0% | $101,794-32.8% | $142,382-51.9% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.2%+5.8pp | 80.1%-5.1pp |
| Annual return | 16.25% | 36.92%-20.7pp | 30.53%-14.3pp | 217.08%-200.8pp |
| Employer contribution / active EE | $3,601 | $2,773+29.9% | $2,289+57.3% | $4,299-16.2% |
| Participant deferral / active EE | $9,207 | $4,714+95.3% | $4,084+125.4% | $6,507+41.5% |
| Admin fee / account holder | $405 | $10,433-96.1% | $8,777-95.4% | $12,624-96.8% |