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 | $71,582 | $102,317-30.0% | $146,958-51.3% | $80,856-11.5% |
| Participation rate | 96.8% | 75.8%+20.9pp | 82.2%+14.6pp | 67.6%+29.1pp |
| Annual return | 21.60% | 134.76%-113.2pp | 418.34%-396.7pp | 35.59%-14.0pp |
| Employer contribution / active EE | $10,069 | $3,713+171.2% | $4,933+104.1% | $2,755+265.5% |
| Participant deferral / active EE | $14,081 | $6,644+111.9% | $8,070+74.5% | $4,296+227.8% |
| Admin fee / account holder | $7,050 | $7,941-11.2% | $12,998-45.8% | $6,918+1.9% |