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 | $72,961 | $238,490-69.4% | $180,183-59.5% | $142,382-48.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 20.25% | 33.56%-13.3pp | 27.86%-7.6pp | 217.08%-196.8pp |
| Employer contribution / active EE | $6,943 | $6,143+13.0% | $5,039+37.8% | $4,299+61.5% |
| Participant deferral / active EE | $6,800 | $7,996-15.0% | $6,822-0.3% | $6,507+4.5% |
| Admin fee / account holder | $699 | $28,866-97.6% | $19,975-96.5% | $12,624-94.5% |