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 | $72,936 | $198,466-63.3% | $170,442-57.2% | $147,584-50.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 24.39% | 257.29%-232.9pp | 205.93%-181.5pp | 578.55%-554.2pp |
| Employer contribution / active EE | $10,062 | $6,184+62.7% | $5,433+85.2% | $4,876+106.4% |
| Participant deferral / active EE | $8,950 | $5,629+59.0% | $4,939+81.2% | $5,439+64.6% |
| Admin fee / account holder | $16,135 | $16,852-4.3% | $13,880+16.2% | $10,885+48.2% |