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 | $72,726 | $109,359-33.5% | $162,163-55.2% | $72,985-0.4% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 20.66% | 25.46%-4.8pp | 115.59%-94.9pp | 81.00%-60.3pp |
| Employer contribution / active EE | $5,245 | $3,907+34.2% | $5,614-6.6% | $2,440+115.0% |
| Participant deferral / active EE | $2,759 | $5,481-49.7% | $7,298-62.2% | $3,607-23.5% |
| Admin fee / account holder | $2,049 | $7,972-74.3% | $10,843-81.1% | $5,124-60.0% |