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 | $73,655 | $85,202-13.6% | $172,739-57.4% | $72,985+0.9% |
| Participation rate | 96.8% | 70.1%+26.7pp | 82.6%+14.1pp | 69.5%+27.3pp |
| Annual return | 16.16% | 27.32%-11.2pp | 802.84%-786.7pp | 81.00%-64.8pp |
| Employer contribution / active EE | $9,598 | $3,324+188.7% | $5,143+86.6% | $2,440+293.4% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,607-100.0% |
| Admin fee / account holder | $1,318 | $5,884-77.6% | $13,954-90.6% | $5,124-74.3% |