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 | $70,674 | $91,190-22.5% | $178,490-60.4% | $79,858-11.5% |
| Participation rate | 94.1% | 69.2%+24.9pp | 81.9%+12.2pp | 69.6%+24.5pp |
| Annual return | 16.77% | 24.19%-7.4pp | 151.07%-134.3pp | 31.71%-14.9pp |
| Employer contribution / active EE | $2,536 | $3,256-22.1% | $5,011-49.4% | $2,471+2.6% |
| Participant deferral / active EE | $4,897 | $3,236+51.3% | $5,202-5.9% | $3,740+30.9% |
| Admin fee / account holder | $437 | $6,751-93.5% | $13,984-96.9% | $5,306-91.8% |