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 | $70,965 | $111,724-36.5% | $93,606-24.2% | $145,922-51.4% |
| Participation rate | 88.2% | 74.2%+14.0pp | 68.7%+19.5pp | 80.3%+8.0pp |
| Annual return | 13.15% | 202.98%-189.8pp | 133.20%-120.0pp | 561.29%-548.1pp |
| Employer contribution / active EE | $2,176 | $3,090-29.6% | $2,420-10.1% | $4,660-53.3% |
| Participant deferral / active EE | $5,749 | $4,912+17.1% | $4,411+30.3% | $6,688-14.0% |
| Admin fee / account holder | $1,262 | $10,250-87.7% | $8,285-84.8% | $13,397-90.6% |