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 | $77,411 | $103,376-25.1% | $87,100-11.1% | $152,861-49.4% |
| Participation rate | 91.7% | 79.3%+12.3pp | 76.9%+14.8pp | 82.4%+9.2pp |
| Annual return | 21.28% | 28.10%-6.8pp | 28.19%-6.9pp | 345.32%-324.0pp |
| Employer contribution / active EE | $4,148 | $3,220+28.8% | $2,521+64.5% | $4,762-12.9% |
| Participant deferral / active EE | $5,179 | $4,778+8.4% | $4,049+27.9% | $5,850-11.5% |
| Admin fee / account holder | $875 | $12,205-92.8% | $7,497-88.3% | $11,596-92.5% |