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 | $59,083 | $115,770-49.0% | $101,248-41.6% | $158,922-62.8% |
| Participation rate | 86.7% | 79.4%+7.3pp | 75.8%+10.9pp | 82.0%+4.7pp |
| Annual return | 39.19% | 56.14%-17.0pp | 46.47%-7.3pp | 302.83%-263.6pp |
| Employer contribution / active EE | $3,067 | $4,175-26.5% | $3,660-16.2% | $4,761-35.6% |
| Participant deferral / active EE | $5,523 | $4,957+11.4% | $4,370+26.4% | $5,982-7.7% |
| Admin fee / account holder | $5,056 | $7,245-30.2% | $5,945-15.0% | $11,246-55.0% |