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 | $72,138 | $202,432-64.4% | $169,368-57.4% | $139,434-48.3% |
| Participation rate | 90.9% | 81.1%+9.8pp | 77.1%+13.8pp | 80.3%+10.6pp |
| Annual return | 25.43% | 531.74%-506.3pp | 405.60%-380.2pp | 372.94%-347.5pp |
| Employer contribution / active EE | $2,662 | $4,692-43.3% | $4,013-33.7% | $4,751-44.0% |
| Participant deferral / active EE | $9,177 | $6,938+32.3% | $6,221+47.5% | $6,710+36.8% |
| Admin fee / account holder | $3,700 | $10,708-65.4% | $9,003-58.9% | $11,403-67.5% |