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 | $72,663 | $154,117-52.9% | $129,995-44.1% | $139,434-47.9% |
| Participation rate | 71.4% | 82.0%-10.5pp | 78.5%-7.1pp | 80.3%-8.9pp |
| Annual return | 30.82% | 32.48%-1.7pp | -137.18%+168.0pp | 372.94%-342.1pp |
| Employer contribution / active EE | $3,376 | $5,289-36.2% | $4,320-21.8% | $4,751-28.9% |
| Participant deferral / active EE | $9,390 | $6,710+39.9% | $5,820+61.3% | $6,710+39.9% |
| Admin fee / account holder | $23,696 | $14,007+69.2% | $10,614+123.2% | $11,403+107.8% |