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 9-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 | $58,559 | $78,422-25.3% | $95,952-39.0% | $79,858-26.7% |
| Participation rate | 72.5% | 73.5%-1.0pp | 77.1%-4.6pp | 69.6%+2.9pp |
| Annual return | 21.09% | 19.37%+1.7pp | 91.61%-70.5pp | 31.71%-10.6pp |
| Employer contribution / active EE | $2,140 | $1,945+10.0% | $2,541-15.8% | $2,471-13.4% |
| Participant deferral / active EE | $4,588 | $3,440+33.4% | $4,167+10.1% | $3,740+22.7% |
| Admin fee / account holder | $6,316 | $5,622+12.3% | $6,795-7.1% | $5,306+19.0% |