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 | $64,508 | $58,208+10.8% | $81,812-21.1% | $80,856-20.2% |
| Participation rate | 96.3% | 63.4%+32.9pp | 72.3%+24.0pp | 67.6%+28.7pp |
| Annual return | 15.84% | 41.66%-25.8pp | 773.79%-758.0pp | 35.59%-19.8pp |
| Employer contribution / active EE | $6,952 | $2,340+197.1% | $2,912+138.7% | $2,755+152.4% |
| Participant deferral / active EE | $8,641 | $3,281+163.4% | $4,319+100.1% | $4,296+101.2% |
| Admin fee / account holder | $7,396 | $4,981+48.5% | $7,386+0.1% | $6,918+6.9% |