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 | $77,407 | $97,044-20.2% | $83,333-7.1% | $135,375-42.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 28.37% | 12.31%+16.1pp | 10.63%+17.7pp | 519.73%-491.4pp |
| Employer contribution / active EE | $7,223 | $4,143+74.3% | $3,379+113.8% | $4,779+51.1% |
| Participant deferral / active EE | $3,234 | $5,964-45.8% | $5,565-41.9% | $5,609-42.3% |
| Admin fee / account holder | $628 | $8,380-92.5% | $7,510-91.6% | $10,827-94.2% |