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 | $75,907 | $183,519-58.6% | $155,509-51.2% | $145,922-48.0% |
| Participation rate | 73.9% | 82.7%-8.8pp | 78.2%-4.3pp | 80.3%-6.4pp |
| Annual return | 71.26% | 61.17%+10.1pp | 64.67%+6.6pp | 561.29%-490.0pp |
| Employer contribution / active EE | $1,318 | $5,313-75.2% | $4,672-71.8% | $4,660-71.7% |
| Participant deferral / active EE | $4,644 | $6,462-28.1% | $5,626-17.5% | $6,688-30.6% |
| Admin fee / account holder | $598 | $19,313-96.9% | $15,912-96.2% | $13,397-95.5% |