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 10-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 | $72,075 | $159,602-54.8% | $150,045-52.0% | $142,382-49.4% |
| Participation rate | 82.4% | 84.0%-1.6pp | 82.3%0pp | 80.1%+2.2pp |
| Annual return | 31.01% | 70.24%-39.2pp | 62.55%-31.5pp | 217.08%-186.1pp |
| Employer contribution / active EE | $3,331 | $4,961-32.8% | $4,693-29.0% | $4,299-22.5% |
| Participant deferral / active EE | $6,477 | $8,310-22.1% | $7,997-19.0% | $6,507-0.5% |
| Admin fee / account holder | $1,781 | $14,846-88.0% | $13,435-86.7% | $12,624-85.9% |