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 | $69,355 | $102,966-32.6% | $90,281-23.2% | $152,861-54.6% |
| Participation rate | 91.7% | 75.9%+15.8pp | 73.3%+18.4pp | 82.4%+9.2pp |
| Annual return | 24.53% | 95.16%-70.6pp | 78.10%-53.6pp | 345.32%-320.8pp |
| Employer contribution / active EE | $4,946 | $3,139+57.6% | $2,854+73.3% | $4,762+3.9% |
| Participant deferral / active EE | $8,164 | $4,281+90.7% | $3,885+110.1% | $5,850+39.5% |
| Admin fee / account holder | $539 | $6,171-91.3% | $5,351-89.9% | $11,596-95.4% |