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 | $75,076 | $214,378-65.0% | $200,582-62.6% | $142,382-47.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 12.68% | 46.41%-33.7pp | 42.33%-29.6pp | 217.08%-204.4pp |
| Employer contribution / active EE | $7,783 | $6,841+13.8% | $6,419+21.3% | $4,299+81.0% |
| Participant deferral / active EE | $5,185 | $9,865-47.4% | $9,331-44.4% | $6,507-20.3% |
| Admin fee / account holder | $22,700 | $17,692+28.3% | $16,305+39.2% | $12,624+79.8% |