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 | $75,139 | $156,846-52.1% | $121,098-38.0% | $139,434-46.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 16.18% | 1474.56%-1458.4pp | 985.75%-969.6pp | 372.94%-356.8pp |
| Employer contribution / active EE | $1,359 | $5,536-75.4% | $4,164-67.4% | $4,751-71.4% |
| Participant deferral / active EE | $6,455 | $4,844+33.3% | $4,080+58.2% | $6,710-3.8% |
| Admin fee / account holder | $6,397 | $6,946-7.9% | $5,644+13.3% | $11,403-43.9% |