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 | $67,494 | $49,922+35.2% | $80,569-16.2% | $75,163-10.2% |
| Participation rate | 83.3% | 55.3%+28.0pp | 67.0%+16.3pp | 67.2%+16.1pp |
| Annual return | 15.79% | 34.69%-18.9pp | 935.43%-919.6pp | 160.62%-144.8pp |
| Employer contribution / active EE | $4,244 | $1,698+149.9% | $2,723+55.8% | $2,670+59.0% |
| Participant deferral / active EE | $10,442 | $2,990+249.2% | $4,447+134.8% | $4,125+153.1% |
| Admin fee / account holder | $6,556 | $3,577+83.3% | $5,377+21.9% | $5,651+16.0% |