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 | $75,525 | $99,020-23.7% | $86,590-12.8% | $147,584-48.8% |
| Participation rate | 91.7% | 76.3%+15.3pp | 73.5%+18.1pp | 82.8%+8.8pp |
| Annual return | 17.93% | 1312.34%-1294.4pp | 964.84%-946.9pp | 578.55%-560.6pp |
| Employer contribution / active EE | $2,425 | $3,132-22.6% | $2,839-14.6% | $4,876-50.3% |
| Participant deferral / active EE | $7,006 | $3,972+76.4% | $3,609+94.1% | $5,439+28.8% |
| Admin fee / account holder | $614 | $5,710-89.2% | $4,906-87.5% | $10,885-94.4% |