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 5-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 | $60,132 | $93,571-35.7% | $135,903-55.8% | $75,163-20.0% |
| Participation rate | 82.4% | 75.2%+7.2pp | 81.9%+0.4pp | 67.2%+15.2pp |
| Annual return | 21.19% | 30.90%-9.7pp | 68.23%-47.0pp | 160.62%-139.4pp |
| Employer contribution / active EE | $3,723 | $3,537+5.3% | $4,856-23.3% | $2,670+39.5% |
| Participant deferral / active EE | $8,738 | $6,404+36.4% | $7,758+12.6% | $4,125+111.8% |
| Admin fee / account holder | $2,300 | $6,975-67.0% | $10,762-78.6% | $5,651-59.3% |