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 | $74,969 | $78,422-4.4% | $95,952-21.9% | $79,858-6.1% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 20.23% | 19.37%+0.9pp | 91.61%-71.4pp | 31.71%-11.5pp |
| Employer contribution / active EE | $3,886 | $1,945+99.8% | $2,541+52.9% | $2,471+57.3% |
| Participant deferral / active EE | $5,712 | $3,440+66.1% | $4,167+37.1% | $3,740+52.7% |
| Admin fee / account holder | $2,746 | $5,622-51.2% | $6,795-59.6% | $5,306-48.3% |