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 | $68,831 | $176,812-61.1% | $146,665-53.1% | $167,490-58.9% |
| Participation rate | 94.1% | 83.6%+10.5pp | 80.1%+14.0pp | 82.1%+12.0pp |
| Annual return | 12.02% | 24.03%-12.0pp | 22.74%-10.7pp | 478.56%-466.5pp |
| Employer contribution / active EE | $3,946 | $5,160-23.5% | $4,136-4.6% | $4,837-18.4% |
| Participant deferral / active EE | $7,481 | $6,440+16.2% | $5,506+35.9% | $6,341+18.0% |
| Admin fee / account holder | $47,194 | $13,259+255.9% | $10,280+359.1% | $12,309+283.4% |