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 | $66,631 | $49,177+35.5% | $79,464-16.1% | $64,186+3.8% |
| Participation rate | 96.9% | 65.0%+31.8pp | 73.3%+23.5pp | 69.6%+27.3pp |
| Annual return | 38.93% | -1.16%+40.1pp | 718.14%-679.2pp | 7.63%+31.3pp |
| Employer contribution / active EE | $3,758 | $2,076+81.0% | $2,800+34.2% | $2,381+57.8% |
| Participant deferral / active EE | $11,626 | $2,821+312.1% | $3,704+213.9% | $3,470+235.1% |
| Admin fee / account holder | $12,514 | $3,839+226.0% | $5,113+144.7% | $4,888+156.0% |