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 | $74,843 | $48,795+53.4% | $65,493+14.3% | $84,808-11.7% |
| Participation rate | 97.9% | 67.0%+30.9pp | 73.1%+24.8pp | 68.3%+29.6pp |
| Annual return | 14.86% | 20.20%-5.3pp | 982.45%-967.6pp | 40.90%-26.0pp |
| Employer contribution / active EE | $10,306 | $1,930+434.1% | $2,574+300.4% | $2,631+291.7% |
| Participant deferral / active EE | $5,771 | $2,928+97.1% | $3,961+45.7% | $4,212+37.0% |
| Admin fee / account holder | $2,102 | $3,877-45.8% | $5,028-58.2% | $7,344-71.4% |