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 | $77,319 | $115,770-33.2% | $101,248-23.6% | $158,922-51.3% |
| Participation rate | 89.5% | 79.4%+10.1pp | 75.8%+13.7pp | 82.0%+7.5pp |
| Annual return | 18.49% | 56.14%-37.7pp | 46.47%-28.0pp | 302.83%-284.3pp |
| Employer contribution / active EE | $4,727 | $4,175+13.2% | $3,660+29.2% | $4,761-0.7% |
| Participant deferral / active EE | $12,492 | $4,957+152.0% | $4,370+185.9% | $5,982+108.8% |
| Admin fee / account holder | $386 | $7,245-94.7% | $5,945-93.5% | $11,246-96.6% |