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 | $63,650 | $72,400-12.1% | $67,502-5.7% | $145,922-56.4% |
| Participation rate | 90.5% | 76.9%+13.6pp | 72.9%+17.6pp | 80.3%+10.2pp |
| Annual return | 16.15% | 7182.46%-7166.3pp | 3512.12%-3496.0pp | 561.29%-545.1pp |
| Employer contribution / active EE | $3,757 | $3,069+22.4% | $2,731+37.6% | $4,660-19.4% |
| Participant deferral / active EE | $2,632 | $4,783-45.0% | $4,000-34.2% | $6,688-60.6% |
| Admin fee / account holder | $3,624 | $5,539-34.6% | $3,998-9.3% | $13,397-72.9% |