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 | $74,965 | $96,635-22.4% | $86,612-13.4% | $139,434-46.2% |
| Participation rate | 90.0% | 74.4%+15.6pp | 71.7%+18.3pp | 80.3%+9.7pp |
| Annual return | 12.41% | 106.41%-94.0pp | 591.07%-578.7pp | 372.94%-360.5pp |
| Employer contribution / active EE | $11,137 | $3,263+241.3% | $3,022+268.5% | $4,751+134.4% |
| Participant deferral / active EE | $8,875 | $4,836+83.5% | $4,438+100.0% | $6,710+32.3% |
| Admin fee / account holder | $731 | $6,408-88.6% | $5,614-87.0% | $11,403-93.6% |