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 | $73,936 | $48,046+53.9% | $84,611-12.6% | $72,985+1.3% |
| Participation rate | 97.4% | 57.6%+39.8pp | 68.2%+29.1pp | 69.5%+27.9pp |
| Annual return | 22.85% | 37.38%-14.5pp | 258.74%-235.9pp | 81.00%-58.2pp |
| Employer contribution / active EE | $458 | $1,602-71.4% | $2,652-82.7% | $2,440-81.2% |
| Participant deferral / active EE | $10,862 | $2,680+305.2% | $3,899+178.6% | $3,607+201.1% |
| Admin fee / account holder | $529 | $3,395-84.4% | $4,912-89.2% | $5,124-89.7% |