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 | $60,201 | $94,625-36.4% | $116,228-48.2% | $84,808-29.0% |
| Participation rate | 77.4% | 70.4%+7.0pp | 74.6%+2.9pp | 68.3%+9.1pp |
| Annual return | 17.67% | 20.40%-2.7pp | 90.06%-72.4pp | 40.90%-23.2pp |
| Employer contribution / active EE | $2,818 | $2,347+20.1% | $2,994-5.9% | $2,631+7.1% |
| Participant deferral / active EE | $3,526 | $3,972-11.2% | $4,953-28.8% | $4,212-16.3% |
| Admin fee / account holder | $2,634 | $10,091-73.9% | $11,989-78.0% | $7,344-64.1% |