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 | $64,061 | $97,744-34.5% | $103,476-38.1% | $145,922-56.1% |
| Participation rate | 88.9% | 81.1%+7.8pp | 80.5%+8.4pp | 80.3%+8.6pp |
| Annual return | 12.76% | 25.41%-12.7pp | 23.90%-11.1pp | 561.29%-548.5pp |
| Employer contribution / active EE | $2,053 | $4,677-56.1% | $4,672-56.1% | $4,660-56.0% |
| Participant deferral / active EE | $2,428 | $6,603-63.2% | $6,623-63.3% | $6,688-63.7% |
| Admin fee / account holder | $552 | $12,515-95.6% | $9,413-94.1% | $13,397-95.9% |