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 | $82,332 | $72,177+14.1% | $115,037-28.4% | $59,632+38.1% |
| Participation rate | 78.9% | 72.6%+6.4pp | 81.4%-2.4pp | 68.7%+10.3pp |
| Annual return | 360.84% | 12.02%+348.8pp | 26.14%+334.7pp | 2041.28%-1680.4pp |
| Employer contribution / active EE | $2,865 | $2,841+0.8% | $4,608-37.8% | $2,203+30.1% |
| Participant deferral / active EE | $8,550 | $4,783+78.8% | $6,026+41.9% | $3,192+167.9% |
| Admin fee / account holder | $3,917 | $4,927-20.5% | $8,175-52.1% | $4,297-8.8% |