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 | $74,845 | $115,770-35.4% | $101,248-26.1% | $158,922-52.9% |
| Participation rate | 95.0% | 79.4%+15.6pp | 75.8%+19.2pp | 82.0%+13.0pp |
| Annual return | 15.34% | 56.14%-40.8pp | 46.47%-31.1pp | 302.83%-287.5pp |
| Employer contribution / active EE | $2,190 | $4,175-47.5% | $3,660-40.2% | $4,761-54.0% |
| Participant deferral / active EE | $5,726 | $4,957+15.5% | $4,370+31.0% | $5,982-4.3% |
| Admin fee / account holder | $1,476 | $7,245-79.6% | $5,945-75.2% | $11,246-86.9% |