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 | $79,192 | $77,899+1.7% | $149,673-47.1% | $75,163+5.4% |
| Participation rate | 72.3% | 65.6%+6.8pp | 78.8%-6.4pp | 67.2%+5.1pp |
| Annual return | 31.31% | 31.72%-0.4pp | 134.42%-103.1pp | 160.62%-129.3pp |
| Employer contribution / active EE | $1,355 | $3,137-56.8% | $4,818-71.9% | $2,670-49.2% |
| Participant deferral / active EE | $4,566 | $3,411+33.8% | $5,680-19.6% | $4,125+10.7% |
| Admin fee / account holder | $5,030 | $5,956-15.6% | $13,210-61.9% | $5,651-11.0% |