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 | $78,913 | $117,983-33.1% | $101,794-22.5% | $142,382-44.6% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.2%+5.8pp | 80.1%-5.1pp |
| Annual return | 17.28% | 36.92%-19.6pp | 30.53%-13.2pp | 217.08%-199.8pp |
| Employer contribution / active EE | $1,605 | $2,773-42.1% | $2,289-29.9% | $4,299-62.7% |
| Participant deferral / active EE | $7,015 | $4,714+48.8% | $4,084+71.8% | $6,507+7.8% |
| Admin fee / account holder | $598 | $10,433-94.3% | $8,777-93.2% | $12,624-95.3% |