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 | $74,778 | $63,346+18.0% | $92,233-18.9% | $70,131+6.6% |
| Participation rate | 83.8% | 68.7%+15.1pp | 76.5%+7.3pp | 69.5%+14.2pp |
| Annual return | 16.01% | 530.12%-514.1pp | 176.28%-160.3pp | 73.14%-57.1pp |
| Employer contribution / active EE | $2,146 | $2,471-13.1% | $3,679-41.7% | $2,342-8.4% |
| Participant deferral / active EE | $4,994 | $2,854+75.0% | $3,897+28.2% | $3,332+49.9% |
| Admin fee / account holder | $2,473 | $3,840-35.6% | $5,194-52.4% | $4,645-46.8% |