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 | $78,047 | $109,881-29.0% | $150,045-48.0% | $84,808-8.0% |
| Participation rate | 70.8% | 76.1%-5.3pp | 82.3%-11.5pp | 68.3%+2.5pp |
| Annual return | 20.81% | 28.25%-7.4pp | 62.55%-41.7pp | 40.90%-20.1pp |
| Employer contribution / active EE | $3,486 | $3,561-2.1% | $4,693-25.7% | $2,631+32.5% |
| Participant deferral / active EE | $8,093 | $6,636+22.0% | $7,997+1.2% | $4,212+92.2% |
| Admin fee / account holder | $550 | $8,568-93.6% | $13,435-95.9% | $7,344-92.5% |