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 | $75,180 | $94,625-20.5% | $116,228-35.3% | $84,808-11.4% |
| Participation rate | 93.9% | 70.4%+23.5pp | 74.6%+19.4pp | 68.3%+25.6pp |
| Annual return | 35.99% | 20.40%+15.6pp | 90.06%-54.1pp | 40.90%-4.9pp |
| Employer contribution / active EE | $3,553 | $2,347+51.4% | $2,994+18.6% | $2,631+35.0% |
| Participant deferral / active EE | $6,656 | $3,972+67.6% | $4,953+34.4% | $4,212+58.0% |
| Admin fee / account holder | $423 | $10,091-95.8% | $11,989-96.5% | $7,344-94.2% |