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 | $72,697 | $159,901-54.5% | $146,958-50.5% | $145,922-50.2% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.2pp | 80.3%+12.0pp |
| Annual return | 18.94% | 98.13%-79.2pp | 418.34%-399.4pp | 561.29%-542.3pp |
| Employer contribution / active EE | $9,555 | $5,286+80.8% | $4,933+93.7% | $4,660+105.1% |
| Participant deferral / active EE | $19,325 | $8,428+129.3% | $8,070+139.5% | $6,688+189.0% |
| Admin fee / account holder | $869 | $15,044-94.2% | $12,998-93.3% | $13,397-93.5% |