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 | $65,246 | $81,208-19.7% | $98,907-34.0% | $79,858-18.3% |
| Participation rate | 97.9% | 72.5%+25.4pp | 76.0%+21.9pp | 69.6%+28.3pp |
| Annual return | 16.95% | 60.99%-44.0pp | 196.43%-179.5pp | 31.71%-14.8pp |
| Employer contribution / active EE | $4,301 | $1,960+119.5% | $2,689+60.0% | $2,471+74.1% |
| Participant deferral / active EE | $6,860 | $3,265+110.1% | $4,244+61.6% | $3,740+83.4% |
| Admin fee / account holder | $5,261 | $6,013-12.5% | $6,642-20.8% | $5,306-0.9% |