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 | $145,938 | $65,365+123.3% | $92,893+57.1% | $72,985+100.0% |
| Participation rate | 76.0% | 68.3%+7.7pp | 76.0%0pp | 69.5%+6.5pp |
| Annual return | 24.67% | 42.10%-17.4pp | 109.41%-84.7pp | 81.00%-56.3pp |
| Employer contribution / active EE | $878 | $2,594-66.2% | $3,653-76.0% | $2,440-64.0% |
| Participant deferral / active EE | $3,185 | $3,128+1.8% | $4,236-24.8% | $3,607-11.7% |
| Admin fee / account holder | $1,964 | $4,251-53.8% | $5,794-66.1% | $5,124-61.7% |