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 | $75,368 | $95,416-21.0% | $185,823-59.4% | $85,850-12.2% |
| Participation rate | 76.3% | 68.8%+7.6pp | 81.7%-5.4pp | 69.3%+7.0pp |
| Annual return | 18.97% | 23.59%-4.6pp | 122.05%-103.1pp | 318.53%-299.6pp |
| Employer contribution / active EE | $5,258 | $3,314+58.7% | $5,167+1.7% | $2,565+105.0% |
| Participant deferral / active EE | $2,748 | $3,423-19.7% | $5,568-50.7% | $3,952-30.5% |
| Admin fee / account holder | $1,463 | $7,213-79.7% | $16,237-91.0% | $6,260-76.6% |