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 | $67,298 | $81,632-17.6% | $70,449-4.5% | $158,922-57.7% |
| Participation rate | 94.1% | 77.7%+16.4pp | 75.1%+19.1pp | 82.0%+12.2pp |
| Annual return | 15.48% | 208.40%-192.9pp | 109.03%-93.6pp | 302.83%-287.3pp |
| Employer contribution / active EE | $4,974 | $3,217+54.6% | $2,737+81.8% | $4,761+4.5% |
| Participant deferral / active EE | $8,455 | $4,554+85.7% | $3,709+128.0% | $5,982+41.3% |
| Admin fee / account holder | $1,451 | $6,193-76.6% | $3,845-62.3% | $11,246-87.1% |