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 | $72,120 | $58,927+22.4% | $76,817-6.1% | $72,985-1.2% |
| Participation rate | 94.2% | 67.3%+26.9pp | 72.1%+22.1pp | 69.5%+24.7pp |
| Annual return | 27.74% | 2305.64%-2277.9pp | 1166.11%-1138.4pp | 81.00%-53.3pp |
| Employer contribution / active EE | $1,569 | $1,787-12.2% | $2,302-31.8% | $2,440-35.7% |
| Participant deferral / active EE | $6,419 | $2,690+138.6% | $3,336+92.4% | $3,607+77.9% |
| Admin fee / account holder | $3,432 | $4,013-14.5% | $6,420-46.5% | $5,124-33.0% |