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 | $63,206 | $81,208-22.2% | $98,907-36.1% | $79,858-20.9% |
| Participation rate | 77.5% | 72.5%+5.0pp | 76.0%+1.5pp | 69.6%+7.9pp |
| Annual return | 13.13% | 60.99%-47.9pp | 196.43%-183.3pp | 31.71%-18.6pp |
| Employer contribution / active EE | $2,483 | $1,960+26.7% | $2,689-7.6% | $2,471+0.5% |
| Participant deferral / active EE | $3,725 | $3,265+14.1% | $4,244-12.2% | $3,740-0.4% |
| Admin fee / account holder | $11,889 | $6,013+97.7% | $6,642+79.0% | $5,306+124.1% |