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 | $68,839 | $78,422-12.2% | $95,952-28.3% | $79,858-13.8% |
| Participation rate | 77.1% | 73.5%+3.6pp | 77.1%0pp | 69.6%+7.5pp |
| Annual return | 15.79% | 19.37%-3.6pp | 91.61%-75.8pp | 31.71%-15.9pp |
| Employer contribution / active EE | $2,379 | $1,945+22.3% | $2,541-6.4% | $2,471-3.7% |
| Participant deferral / active EE | $4,099 | $3,440+19.1% | $4,167-1.6% | $3,740+9.6% |
| Admin fee / account holder | $8,557 | $5,622+52.2% | $6,795+25.9% | $5,306+61.3% |