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 | $69,334 | $98,750-29.8% | $149,696-53.7% | $79,858-13.2% |
| Participation rate | 85.1% | 75.8%+9.3pp | 82.5%+2.6pp | 69.6%+15.5pp |
| Annual return | 41.24% | 27.43%+13.8pp | 276.60%-235.4pp | 31.71%+9.5pp |
| Employer contribution / active EE | $3,689 | $3,216+14.7% | $4,644-20.6% | $2,471+49.3% |
| Participant deferral / active EE | $7,838 | $5,680+38.0% | $6,842+14.6% | $3,740+109.6% |
| Admin fee / account holder | $7,037 | $6,053+16.3% | $9,309-24.4% | $5,306+32.6% |