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 | $68,819 | $105,181-34.6% | $159,436-56.8% | $85,850-19.8% |
| Participation rate | 96.8% | 75.8%+21.0pp | 82.8%+14.0pp | 69.3%+27.5pp |
| Annual return | 16.97% | 45.07%-28.1pp | 263.57%-246.6pp | 318.53%-301.6pp |
| Employer contribution / active EE | $5,005 | $3,318+50.8% | $4,829+3.6% | $2,565+95.1% |
| Participant deferral / active EE | $10,324 | $5,945+73.7% | $7,352+40.4% | $3,952+161.3% |
| Admin fee / account holder | $942 | $6,933-86.4% | $10,799-91.3% | $6,260-85.0% |