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 8-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 | $77,941 | $93,571-16.7% | $135,903-42.6% | $75,163+3.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 32.43% | 30.90%+1.5pp | 68.23%-35.8pp | 160.62%-128.2pp |
| Employer contribution / active EE | $4,326 | $3,537+22.3% | $4,856-10.9% | $2,670+62.0% |
| Participant deferral / active EE | $9,938 | $6,404+55.2% | $7,758+28.1% | $4,125+140.9% |
| Admin fee / account holder | $637 | $6,975-90.9% | $10,762-94.1% | $5,651-88.7% |