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 | $75,964 | $108,919-30.3% | $100,391-24.3% | $145,922-47.9% |
| Participation rate | 75.0% | 82.9%-7.9pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 12.19% | 57.88%-45.7pp | 49.20%-37.0pp | 561.29%-549.1pp |
| Employer contribution / active EE | $4,540 | $4,419+2.7% | $3,942+15.2% | $4,660-2.6% |
| Participant deferral / active EE | $11,338 | $8,445+34.3% | $8,082+40.3% | $6,688+69.5% |
| Admin fee / account holder | $41,816 | $9,689+331.6% | $7,899+429.4% | $13,397+212.1% |