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 3-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 | $65,473 | $127,065-48.5% | $113,168-42.1% | $142,382-54.0% |
| Participation rate | 80.0% | 79.2%+0.8pp | 76.6%+3.4pp | 80.1%-0.1pp |
| Annual return | 15.13% | 24.03%-8.9pp | 24.27%-9.1pp | 217.08%-201.9pp |
| Employer contribution / active EE | $2,189 | $3,442-36.4% | $2,975-26.4% | $4,299-49.1% |
| Participant deferral / active EE | $4,886 | $5,716-14.5% | $5,107-4.3% | $6,507-24.9% |
| Admin fee / account holder | $786 | $15,736-95.0% | $12,068-93.5% | $12,624-93.8% |