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 | $74,109 | $106,890-30.7% | $84,015-11.8% | $152,861-51.5% |
| Participation rate | 88.9% | 75.2%+13.6pp | 69.0%+19.9pp | 82.4%+6.4pp |
| Annual return | 19.03% | 104.99%-86.0pp | 71.31%-52.3pp | 345.32%-326.3pp |
| Employer contribution / active EE | $5,860 | $2,734+114.3% | $1,983+195.5% | $4,762+23.1% |
| Participant deferral / active EE | $8,497 | $4,011+111.8% | $3,239+162.4% | $5,850+45.2% |
| Admin fee / account holder | $8,537 | $8,285+3.0% | $6,101+39.9% | $11,596-26.4% |