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 | $69,539 | $70,669-1.6% | $169,368-58.9% | $75,163-7.5% |
| Participation rate | 95.7% | 64.8%+30.9pp | 77.1%+18.6pp | 67.2%+28.5pp |
| Annual return | 23.19% | 36.36%-13.2pp | 405.60%-382.4pp | 160.62%-137.4pp |
| Employer contribution / active EE | $1,994 | $2,211-9.8% | $4,013-50.3% | $2,670-25.3% |
| Participant deferral / active EE | $6,705 | $4,311+55.5% | $6,221+7.8% | $4,125+62.5% |
| Admin fee / account holder | $838 | $5,402-84.5% | $9,003-90.7% | $5,651-85.2% |