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 | $74,058 | $100,041-26.0% | $149,718-50.5% | $70,131+5.6% |
| Participation rate | 89.3% | 83.6%+5.7pp | 87.1%+2.2pp | 69.5%+19.7pp |
| Annual return | 17.06% | 27.43%-10.4pp | 1501.63%-1484.6pp | 73.14%-56.1pp |
| Employer contribution / active EE | $3,518 | $3,662-3.9% | $5,445-35.4% | $2,342+50.2% |
| Participant deferral / active EE | $6,951 | $4,983+39.5% | $6,569+5.8% | $3,332+108.6% |
| Admin fee / account holder | $12,071 | $8,286+45.7% | $11,283+7.0% | $4,645+159.8% |