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 | $76,221 | $89,753-15.1% | $107,525-29.1% | $84,808-10.1% |
| Participation rate | 94.9% | 68.1%+26.8pp | 75.1%+19.8pp | 68.3%+26.6pp |
| Annual return | 18.98% | 29.48%-10.5pp | 181.32%-162.3pp | 40.90%-21.9pp |
| Employer contribution / active EE | $14,021 | $3,113+350.3% | $3,754+273.5% | $2,631+432.9% |
| Participant deferral / active EE | $2,508 | $4,056-38.2% | $5,116-51.0% | $4,212-40.5% |
| Admin fee / account holder | $5,706 | $7,222-21.0% | $8,919-36.0% | $7,344-22.3% |