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 9-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 | $68,366 | $96,635-29.3% | $86,612-21.1% | $139,434-51.0% |
| Participation rate | 80.0% | 74.4%+5.6pp | 71.7%+8.3pp | 80.3%-0.3pp |
| Annual return | 12.42% | 106.41%-94.0pp | 591.07%-578.6pp | 372.94%-360.5pp |
| Employer contribution / active EE | $3,557 | $3,263+9.0% | $3,022+17.7% | $4,751-25.1% |
| Participant deferral / active EE | $8,457 | $4,836+74.9% | $4,438+90.6% | $6,710+26.0% |
| Admin fee / account holder | $328 | $6,408-94.9% | $5,614-94.2% | $11,403-97.1% |