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 | $59,293 | $99,652-40.5% | $78,778-24.7% | $147,584-59.8% |
| Participation rate | 75.0% | 76.2%-1.2pp | 69.2%+5.8pp | 82.8%-7.8pp |
| Annual return | 10.19% | 47.28%-37.1pp | 35.62%-25.4pp | 578.55%-568.4pp |
| Employer contribution / active EE | $12,284 | $2,796+339.4% | $1,986+518.6% | $4,876+151.9% |
| Participant deferral / active EE | $12,663 | $3,664+245.6% | $2,958+328.0% | $5,439+132.8% |
| Admin fee / account holder | $660 | $7,155-90.8% | $5,134-87.1% | $10,885-93.9% |