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 | $73,975 | $87,733-15.7% | $106,548-30.6% | $85,850-13.8% |
| Participation rate | 96.7% | 71.9%+24.7pp | 76.1%+20.5pp | 69.3%+27.4pp |
| Annual return | 71.91% | 21.86%+50.1pp | 26.80%+45.1pp | 318.53%-246.6pp |
| Employer contribution / active EE | $4,110 | $2,073+98.3% | $2,819+45.8% | $2,565+60.2% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,398-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,679 | $6,767-60.4% | $7,407-63.8% | $6,260-57.2% |