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 | $80,782 | $65,561+23.2% | $86,188-6.3% | $75,163+7.5% |
| Participation rate | 71.7% | 60.5%+11.3pp | 69.0%+2.8pp | 67.2%+4.5pp |
| Annual return | 18.66% | 46.05%-27.4pp | 1168.45%-1149.8pp | 160.62%-142.0pp |
| Employer contribution / active EE | $1,501 | $1,553-3.3% | $2,380-36.9% | $2,670-43.8% |
| Participant deferral / active EE | $3,897 | $3,024+28.9% | $3,985-2.2% | $4,125-5.5% |
| Admin fee / account holder | $1,460 | $5,474-73.3% | $6,852-78.7% | $5,651-74.2% |