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 | $71,618 | $52,279+37.0% | $89,391-19.9% | $79,858-10.3% |
| Participation rate | 92.1% | 57.5%+34.6pp | 68.0%+24.1pp | 69.6%+22.5pp |
| Annual return | 16.33% | 22.16%-5.8pp | 245.62%-229.3pp | 31.71%-15.4pp |
| Employer contribution / active EE | $3,712 | $1,572+136.2% | $2,586+43.6% | $2,471+50.2% |
| Participant deferral / active EE | $1,289 | $2,740-53.0% | $3,890-66.9% | $3,740-65.5% |
| Admin fee / account holder | $1,226 | $3,356-63.5% | $4,881-74.9% | $5,306-76.9% |