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 | $69,093 | $110,809-37.6% | $86,874-20.5% | $167,490-58.7% |
| Participation rate | 90.9% | 75.8%+15.1pp | 71.6%+19.3pp | 82.1%+8.8pp |
| Annual return | 16.49% | 116.98%-100.5pp | 63.52%-47.0pp | 478.56%-462.1pp |
| Employer contribution / active EE | $4,181 | $3,244+28.9% | $2,495+67.5% | $4,837-13.6% |
| Participant deferral / active EE | $9,159 | $4,546+101.5% | $3,699+147.6% | $6,341+44.4% |
| Admin fee / account holder | $727 | $8,415-91.4% | $5,828-87.5% | $12,309-94.1% |