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 | $75,910 | $100,773-24.7% | $88,946-14.7% | $142,382-46.7% |
| Participation rate | 88.9% | 74.3%+14.6pp | 68.8%+20.0pp | 80.1%+8.8pp |
| Annual return | 19.24% | 70.18%-50.9pp | 57.82%-38.6pp | 217.08%-197.8pp |
| Employer contribution / active EE | $4,292 | $2,918+47.1% | $2,555+68.0% | $4,299-0.2% |
| Participant deferral / active EE | $8,006 | $5,230+53.1% | $4,581+74.7% | $6,507+23.0% |
| Admin fee / account holder | $324 | $9,693-96.7% | $8,261-96.1% | $12,624-97.4% |