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 | $69,475 | $63,346+9.7% | $92,233-24.7% | $70,131-0.9% |
| Participation rate | 77.8% | 68.7%+9.1pp | 76.5%+1.3pp | 69.5%+8.2pp |
| Annual return | 13.77% | 530.12%-516.4pp | 176.28%-162.5pp | 73.14%-59.4pp |
| Employer contribution / active EE | $1,083 | $2,471-56.2% | $3,679-70.6% | $2,342-53.8% |
| Participant deferral / active EE | $3,693 | $2,854+29.4% | $3,897-5.2% | $3,332+10.8% |
| Admin fee / account holder | $21,969 | $3,840+472.1% | $5,194+323.0% | $4,645+372.9% |