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 9-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 | $55,615 | $73,933-24.8% | $96,683-42.5% | $75,163-26.0% |
| Participation rate | 74.4% | 66.4%+7.9pp | 74.3%0pp | 67.2%+7.2pp |
| Annual return | 16.49% | 26.70%-10.2pp | 35.69%-19.2pp | 160.62%-144.1pp |
| Employer contribution / active EE | $2,501 | $2,928-14.6% | $3,737-33.1% | $2,670-6.3% |
| Participant deferral / active EE | $6,933 | $3,659+89.5% | $4,878+42.1% | $4,125+68.1% |
| Admin fee / account holder | $3,319 | $5,216-36.4% | $6,730-50.7% | $5,651-41.3% |