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 | $62,184 | $107,934-42.4% | $91,989-32.4% | $152,861-59.3% |
| Participation rate | 75.0% | 81.2%-6.2pp | 78.6%-3.6pp | 82.4%-7.4pp |
| Annual return | 24.91% | 89.24%-64.3pp | 69.02%-44.1pp | 345.32%-320.4pp |
| Employer contribution / active EE | $3,233 | $4,210-23.2% | $3,452-6.3% | $4,762-32.1% |
| Participant deferral / active EE | $9,716 | $6,364+52.7% | $5,923+64.0% | $5,850+66.1% |
| Admin fee / account holder | $302 | $10,520-97.1% | $7,743-96.1% | $11,596-97.4% |