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 | $72,956 | $62,573+16.6% | $85,682-14.9% | $85,850-15.0% |
| Participation rate | 96.8% | 61.1%+35.6pp | 69.9%+26.9pp | 69.3%+27.5pp |
| Annual return | 56.99% | 23.77%+33.2pp | 21.49%+35.5pp | 318.53%-261.5pp |
| Employer contribution / active EE | $2,419 | $1,757+37.7% | $2,618-7.6% | $2,565-5.7% |
| Participant deferral / active EE | $3,768 | $2,802+34.5% | $3,923-3.9% | $3,952-4.6% |
| Admin fee / account holder | $407 | $4,640-91.2% | $6,873-94.1% | $6,260-93.5% |