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 | $71,604 | $77,419-7.5% | $69,455+3.1% | $152,861-53.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 14.32% | 39.06%-24.7pp | 28.97%-14.7pp | 345.32%-331.0pp |
| Employer contribution / active EE | $5,128 | $3,315+54.7% | $2,779+84.5% | $4,762+7.7% |
| Participant deferral / active EE | $2,691 | $4,414-39.0% | $3,535-23.9% | $5,850-54.0% |
| Admin fee / account holder | $537 | $6,207-91.3% | $3,839-86.0% | $11,596-95.4% |