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 | $81,542 | $201,272-59.5% | $184,203-55.7% | $145,922-44.1% |
| Participation rate | 87.5% | 87.5%0pp | 86.8%+0.7pp | 80.3%+7.2pp |
| Annual return | 10.91% | 29.00%-18.1pp | 28.81%-17.9pp | 561.29%-550.4pp |
| Employer contribution / active EE | $1,893 | $7,022-73.0% | $6,427-70.6% | $4,660-59.4% |
| Participant deferral / active EE | $4,629 | $9,806-52.8% | $9,131-49.3% | $6,688-30.8% |
| Admin fee / account holder | $620 | $16,364-96.2% | $13,901-95.5% | $13,397-95.4% |