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 | $77,431 | $99,652-22.3% | $78,778-1.7% | $147,584-47.5% |
| Participation rate | 81.3% | 76.2%+5.0pp | 69.2%+12.1pp | 82.8%-1.6pp |
| Annual return | 16.38% | 47.28%-30.9pp | 35.62%-19.2pp | 578.55%-562.2pp |
| Employer contribution / active EE | $2,263 | $2,796-19.1% | $1,986+14.0% | $4,876-53.6% |
| Participant deferral / active EE | $5,242 | $3,664+43.1% | $2,958+77.2% | $5,439-3.6% |
| Admin fee / account holder | $391 | $7,155-94.5% | $5,134-92.4% | $10,885-96.4% |