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 | $72,284 | $78,422-7.8% | $95,952-24.7% | $79,858-9.5% |
| Participation rate | 86.8% | 73.5%+13.4pp | 77.1%+9.8pp | 69.6%+17.2pp |
| Annual return | 13.26% | 19.37%-6.1pp | 91.61%-78.4pp | 31.71%-18.5pp |
| Employer contribution / active EE | $3,971 | $1,945+104.2% | $2,541+56.3% | $2,471+60.7% |
| Participant deferral / active EE | $3,340 | $3,440-2.9% | $4,167-19.8% | $3,740-10.7% |
| Admin fee / account holder | $13,603 | $5,622+142.0% | $6,795+100.2% | $5,306+156.4% |