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 | $70,552 | $209,832-66.4% | $189,513-62.8% | $167,490-57.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 23.44% | 748.27%-724.8pp | 555.15%-531.7pp | 478.56%-455.1pp |
| Employer contribution / active EE | $1,776 | $6,914-74.3% | $6,162-71.2% | $4,837-63.3% |
| Participant deferral / active EE | $7,826 | $8,935-12.4% | $8,221-4.8% | $6,341+23.4% |
| Admin fee / account holder | $798 | $14,293-94.4% | $12,045-93.4% | $12,309-93.5% |