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 | $65,264 | $157,256-58.5% | $141,162-53.8% | $152,861-57.3% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 23.02% | 64.32%-41.3pp | 71.39%-48.4pp | 345.32%-322.3pp |
| Employer contribution / active EE | $19,480 | $5,261+270.3% | $4,735+311.4% | $4,762+309.0% |
| Participant deferral / active EE | $10,105 | $7,109+42.1% | $6,709+50.6% | $5,850+72.7% |
| Admin fee / account holder | $861 | $12,120-92.9% | $10,261-91.6% | $11,596-92.6% |