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 7-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 | $75,298 | $81,208-7.3% | $98,907-23.9% | $79,858-5.7% |
| Participation rate | 92.3% | 72.5%+19.8pp | 76.0%+16.3pp | 69.6%+22.7pp |
| Annual return | 22.95% | 60.99%-38.0pp | 196.43%-173.5pp | 31.71%-8.8pp |
| Employer contribution / active EE | $3,827 | $1,960+95.3% | $2,689+42.3% | $2,471+54.9% |
| Participant deferral / active EE | $6,366 | $3,265+95.0% | $4,244+50.0% | $3,740+70.2% |
| Admin fee / account holder | $1,741 | $6,013-71.1% | $6,642-73.8% | $5,306-67.2% |