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 | $76,757 | $63,861+20.2% | $104,607-26.6% | $79,858-3.9% |
| Participation rate | 88.9% | 64.9%+24.0pp | 74.1%+14.8pp | 69.6%+19.3pp |
| Annual return | 14.36% | 21.30%-6.9pp | 340.46%-326.1pp | 31.71%-17.4pp |
| Employer contribution / active EE | $6,570 | $1,588+313.6% | $2,681+145.1% | $2,471+165.9% |
| Participant deferral / active EE | $5,088 | $2,693+88.9% | $3,740+36.1% | $3,740+36.1% |
| Admin fee / account holder | $16,415 | $4,185+292.2% | $6,473+153.6% | $5,306+209.4% |