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 | $74,343 | $109,327-32.0% | $89,391-16.8% | $158,922-53.2% |
| Participation rate | 87.5% | 74.3%+13.2pp | 68.0%+19.5pp | 82.0%+5.5pp |
| Annual return | 18.58% | 345.68%-327.1pp | 245.62%-227.0pp | 302.83%-284.2pp |
| Employer contribution / active EE | $2,028 | $3,170-36.0% | $2,586-21.6% | $4,761-57.4% |
| Participant deferral / active EE | $10,732 | $4,598+133.4% | $3,890+175.9% | $5,982+79.4% |
| Admin fee / account holder | $3,115 | $6,153-49.4% | $4,881-36.2% | $11,246-72.3% |