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 | $66,211 | $210,648-68.6% | $177,989-62.8% | $145,922-54.6% |
| Participation rate | 72.7% | 80.8%-8.0pp | 77.1%-4.4pp | 80.3%-7.5pp |
| Annual return | 10.21% | 385.86%-375.7pp | 294.48%-284.3pp | 561.29%-551.1pp |
| Employer contribution / active EE | $12,626 | $4,565+176.6% | $3,949+219.8% | $4,660+171.0% |
| Participant deferral / active EE | $11,818 | $6,958+69.9% | $6,276+88.3% | $6,688+76.7% |
| Admin fee / account holder | $1,370 | $12,013-88.6% | $10,363-86.8% | $13,397-89.8% |