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 | $75,939 | $177,572-57.2% | $154,803-50.9% | $142,382-46.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.36% | 65.07%-51.7pp | 58.88%-45.5pp | 217.08%-203.7pp |
| Employer contribution / active EE | $4,561 | $4,810-5.2% | $4,305+5.9% | $4,299+6.1% |
| Participant deferral / active EE | $12,624 | $6,272+101.3% | $5,540+127.8% | $6,507+94.0% |
| Admin fee / account holder | $514 | $16,786-96.9% | $14,329-96.4% | $12,624-95.9% |