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 | $71,036 | $100,041-29.0% | $149,718-52.6% | $70,131+1.3% |
| Participation rate | 85.7% | 83.6%+2.1pp | 87.1%-1.4pp | 69.5%+16.2pp |
| Annual return | 23.48% | 27.43%-3.9pp | 1501.63%-1478.1pp | 73.14%-49.7pp |
| Employer contribution / active EE | $3,614 | $3,662-1.3% | $5,445-33.6% | $2,342+54.3% |
| Participant deferral / active EE | $8,490 | $4,983+70.4% | $6,569+29.2% | $3,332+154.8% |
| Admin fee / account holder | $1,168 | $8,286-85.9% | $11,283-89.6% | $4,645-74.9% |