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 | $68,552 | $117,983-41.9% | $101,794-32.7% | $142,382-51.9% |
| Participation rate | 90.9% | 74.2%+16.7pp | 69.2%+21.7pp | 80.1%+10.8pp |
| Annual return | 15.26% | 36.92%-21.7pp | 30.53%-15.3pp | 217.08%-201.8pp |
| Employer contribution / active EE | $1,867 | $2,773-32.7% | $2,289-18.4% | $4,299-56.6% |
| Participant deferral / active EE | $3,438 | $4,714-27.1% | $4,084-15.8% | $6,507-47.2% |
| Admin fee / account holder | $53,831 | $10,433+415.9% | $8,777+513.3% | $12,624+326.4% |