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 | $92,370 | $117,983-21.7% | $101,794-9.3% | $142,382-35.1% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.2%+19.7pp | 80.1%+8.8pp |
| Annual return | 23.58% | 36.92%-13.3pp | 30.53%-6.9pp | 217.08%-193.5pp |
| Employer contribution / active EE | $1,732 | $2,773-37.5% | $2,289-24.3% | $4,299-59.7% |
| Participant deferral / active EE | $16,661 | $4,714+253.5% | $4,084+307.9% | $6,507+156.0% |
| Admin fee / account holder | $2,328 | $10,433-77.7% | $8,777-73.5% | $12,624-81.6% |