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 | $69,340 | $105,126-34.0% | $94,646-26.7% | $139,434-50.3% |
| Participation rate | 92.9% | 82.4%+10.5pp | 80.8%+12.0pp | 80.3%+12.5pp |
| Annual return | 19.57% | 38.03%-18.5pp | 156.71%-137.1pp | 372.94%-353.4pp |
| Employer contribution / active EE | $5,017 | $4,106+22.2% | $3,672+36.6% | $4,751+5.6% |
| Participant deferral / active EE | $9,122 | $7,599+20.0% | $7,418+23.0% | $6,710+35.9% |
| Admin fee / account holder | $26,673 | $8,984+196.9% | $7,231+268.9% | $11,403+133.9% |