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 4-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 | $58,417 | $183,519-68.2% | $155,509-62.4% | $145,922-60.0% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 16.44% | 61.17%-44.7pp | 64.67%-48.2pp | 561.29%-544.8pp |
| Employer contribution / active EE | $3,055 | $5,313-42.5% | $4,672-34.6% | $4,660-34.4% |
| Participant deferral / active EE | $11,329 | $6,462+75.3% | $5,626+101.4% | $6,688+69.4% |
| Admin fee / account holder | $9,374 | $19,313-51.5% | $15,912-41.1% | $13,397-30.0% |