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 | $69,082 | $63,346+9.1% | $92,233-25.1% | $70,131-1.5% |
| Participation rate | 93.3% | 68.7%+24.7pp | 76.5%+16.9pp | 69.5%+23.8pp |
| Annual return | 14.72% | 530.12%-515.4pp | 176.28%-161.6pp | 73.14%-58.4pp |
| Employer contribution / active EE | $5,902 | $2,471+138.9% | $3,679+60.4% | $2,342+152.0% |
| Participant deferral / active EE | $2,690 | $2,854-5.8% | $3,897-31.0% | $3,332-19.3% |
| Admin fee / account holder | $2,856 | $3,840-25.6% | $5,194-45.0% | $4,645-38.5% |