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 | $67,655 | $65,395+3.5% | $182,532-62.9% | $72,985-7.3% |
| Participation rate | 92.1% | 65.4%+26.7pp | 78.0%+14.1pp | 69.5%+22.6pp |
| Annual return | 79.58% | 27.68%+51.9pp | 148.54%-69.0pp | 81.00%-1.4pp |
| Employer contribution / active EE | $4,410 | $1,911+130.8% | $4,076+8.2% | $2,440+80.8% |
| Participant deferral / active EE | $9,418 | $3,563+164.3% | $5,524+70.5% | $3,607+161.1% |
| Admin fee / account holder | $985 | $4,245-76.8% | $8,592-88.5% | $5,124-80.8% |