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 | $74,737 | $175,202-57.3% | $149,673-50.1% | $139,434-46.4% |
| Participation rate | 81.8% | 83.4%-1.6pp | 78.8%+3.1pp | 80.3%+1.5pp |
| Annual return | 12.19% | 166.71%-154.5pp | 134.42%-122.2pp | 372.94%-360.8pp |
| Employer contribution / active EE | $10,399 | $5,474+90.0% | $4,818+115.8% | $4,751+118.9% |
| Participant deferral / active EE | $6,315 | $6,519-3.1% | $5,680+11.2% | $6,710-5.9% |
| Admin fee / account holder | $39,634 | $16,150+145.4% | $13,210+200.0% | $11,403+247.6% |