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 | $71,092 | $65,365+8.8% | $92,893-23.5% | $72,985-2.6% |
| Participation rate | 96.4% | 68.3%+28.1pp | 76.0%+20.4pp | 69.5%+26.9pp |
| Annual return | 16.68% | 42.10%-25.4pp | 109.41%-92.7pp | 81.00%-64.3pp |
| Employer contribution / active EE | $10,555 | $2,594+306.9% | $3,653+189.0% | $2,440+332.6% |
| Participant deferral / active EE | $3,558 | $3,128+13.7% | $4,236-16.0% | $3,607-1.4% |
| Admin fee / account holder | $26,440 | $4,251+521.9% | $5,794+356.3% | $5,124+416.0% |