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 | $65,310 | $65,409-0.2% | $98,442-33.7% | $85,850-23.9% |
| Participation rate | 74.4% | 65.0%+9.4pp | 73.3%+1.1pp | 69.3%+5.1pp |
| Annual return | 19.72% | 21.76%-2.0pp | 1492.73%-1473.0pp | 318.53%-298.8pp |
| Employer contribution / active EE | $5,995 | $2,168+176.6% | $2,960+102.5% | $2,565+133.7% |
| Participant deferral / active EE | $4,527 | $3,166+43.0% | $4,276+5.9% | $3,952+14.6% |
| Admin fee / account holder | $960 | $4,593-79.1% | $5,949-83.9% | $6,260-84.7% |