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 | $57,847 | $107,334-46.1% | $92,893-37.7% | $152,861-62.2% |
| Participation rate | 90.9% | 79.8%+11.1pp | 76.0%+14.9pp | 82.4%+8.5pp |
| Annual return | 16.91% | 145.58%-128.7pp | 109.41%-92.5pp | 345.32%-328.4pp |
| Employer contribution / active EE | $7,381 | $4,221+74.9% | $3,653+102.1% | $4,762+55.0% |
| Participant deferral / active EE | $6,842 | $4,845+41.2% | $4,236+61.5% | $5,850+17.0% |
| Admin fee / account holder | $484 | $7,079-93.2% | $5,794-91.7% | $11,596-95.8% |