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 | $86,385 | $104,974-17.7% | $95,585-9.6% | $142,382-39.3% |
| Participation rate | 75.0% | 75.0%0pp | 72.1%+2.9pp | 80.1%-5.1pp |
| Annual return | 15.96% | 210.33%-194.4pp | 38.56%-22.6pp | 217.08%-201.1pp |
| Employer contribution / active EE | $1,390 | $2,779-50.0% | $2,527-45.0% | $4,299-67.7% |
| Participant deferral / active EE | $4,600 | $4,352+5.7% | $4,023+14.4% | $6,507-29.3% |
| Admin fee / account holder | $832 | $6,386-87.0% | $6,127-86.4% | $12,624-93.4% |