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 | $62,309 | $228,332-72.7% | $185,823-66.5% | $158,922-60.8% |
| Participation rate | 88.2% | 82.3%+5.9pp | 78.0%+10.2pp | 82.0%+6.3pp |
| Annual return | 7.70% | 40.80%-33.1pp | 35.95%-28.3pp | 302.83%-295.1pp |
| Employer contribution / active EE | $1,710 | $4,967-65.6% | $4,087-58.2% | $4,761-64.1% |
| Participant deferral / active EE | $3,991 | $6,415-37.8% | $5,632-29.1% | $5,982-33.3% |
| Admin fee / account holder | $78,424 | $11,864+561.0% | $9,500+725.5% | $11,246+597.4% |