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 | $68,893 | $56,114+22.8% | $96,139-28.3% | $85,850-19.8% |
| Participation rate | 80.0% | 56.7%+23.3pp | 68.4%+11.6pp | 69.3%+10.7pp |
| Annual return | 32.91% | 42.30%-9.4pp | 191.94%-159.0pp | 318.53%-285.6pp |
| Employer contribution / active EE | $1,878 | $1,620+16.0% | $2,797-32.8% | $2,565-26.8% |
| Participant deferral / active EE | $3,891 | $2,859+36.1% | $4,349-10.5% | $3,952-1.5% |
| Admin fee / account holder | $3,162 | $3,768-16.1% | $5,537-42.9% | $6,260-49.5% |