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 | $68,611 | $89,753-23.6% | $107,525-36.2% | $84,808-19.1% |
| Participation rate | 95.1% | 68.1%+27.1pp | 75.1%+20.0pp | 68.3%+26.8pp |
| Annual return | 20.67% | 29.48%-8.8pp | 181.32%-160.6pp | 40.90%-20.2pp |
| Employer contribution / active EE | $10,343 | $3,113+232.2% | $3,754+175.5% | $2,631+293.1% |
| Participant deferral / active EE | $4,660 | $4,056+14.9% | $5,116-8.9% | $4,212+10.7% |
| Admin fee / account holder | $3,487 | $7,222-51.7% | $8,919-60.9% | $7,344-52.5% |