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 3-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 | $73,729 | $71,050+3.8% | $93,606-21.2% | $80,856-8.8% |
| Participation rate | 96.4% | 60.4%+36.0pp | 68.7%+27.7pp | 67.6%+28.8pp |
| Annual return | 11.03% | 11.26%-0.2pp | 133.20%-122.2pp | 35.59%-24.6pp |
| Employer contribution / active EE | $2,449 | $1,564+56.6% | $2,420+1.2% | $2,755-11.1% |
| Participant deferral / active EE | $5,083 | $4,034+26.0% | $4,411+15.2% | $4,296+18.3% |
| Admin fee / account holder | $917 | $6,945-86.8% | $8,285-88.9% | $6,918-86.7% |