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 | $75,716 | $95,416-20.6% | $185,823-59.3% | $85,850-11.8% |
| Participation rate | 73.1% | 68.8%+4.3pp | 81.7%-8.6pp | 69.3%+3.8pp |
| Annual return | 22.20% | 23.59%-1.4pp | 122.05%-99.9pp | 318.53%-296.3pp |
| Employer contribution / active EE | $3,984 | $3,314+20.2% | $5,167-22.9% | $2,565+55.3% |
| Participant deferral / active EE | $1,474 | $3,423-57.0% | $5,568-73.5% | $3,952-62.7% |
| Admin fee / account holder | $18,376 | $7,213+154.8% | $16,237+13.2% | $6,260+193.6% |