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 | $77,181 | $54,705+41.1% | $71,209+8.4% | $84,808-9.0% |
| Participation rate | 88.1% | 64.1%+24.0pp | 73.8%+14.3pp | 68.3%+19.7pp |
| Annual return | 15.55% | 35.90%-20.3pp | 282.51%-267.0pp | 40.90%-25.3pp |
| Employer contribution / active EE | $3,693 | $2,158+71.2% | $2,721+35.7% | $2,631+40.4% |
| Participant deferral / active EE | $6,155 | $3,030+103.1% | $4,175+47.4% | $4,212+46.2% |
| Admin fee / account holder | $14,369 | $4,863+195.4% | $5,349+168.6% | $7,344+95.7% |