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 | $68,927 | $183,519-62.4% | $155,509-55.7% | $145,922-52.8% |
| Participation rate | 73.3% | 82.7%-9.3pp | 78.2%-4.9pp | 80.3%-6.9pp |
| Annual return | 11.50% | 61.17%-49.7pp | 64.67%-53.2pp | 561.29%-549.8pp |
| Employer contribution / active EE | $10,191 | $5,313+91.8% | $4,672+118.1% | $4,660+118.7% |
| Participant deferral / active EE | $7,074 | $6,462+9.5% | $5,626+25.7% | $6,688+5.8% |
| Admin fee / account holder | $612 | $19,313-96.8% | $15,912-96.2% | $13,397-95.4% |