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 | $71,708 | $133,922-46.5% | $116,228-38.3% | $142,382-49.6% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.6%+15.4pp | 80.1%+9.9pp |
| Annual return | 11.33% | 147.76%-136.4pp | 90.06%-78.7pp | 217.08%-205.7pp |
| Employer contribution / active EE | $1,754 | $3,446-49.1% | $2,994-41.4% | $4,299-59.2% |
| Participant deferral / active EE | $3,124 | $5,672-44.9% | $4,953-36.9% | $6,507-52.0% |
| Admin fee / account holder | $993 | $14,945-93.4% | $11,989-91.7% | $12,624-92.1% |