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 | $77,853 | $81,625-4.6% | $58,482+33.1% | $139,434-44.2% |
| Participation rate | 90.0% | 61.3%+28.7pp | 50.9%+39.1pp | 80.3%+9.7pp |
| Annual return | 18.83% | 7404.20%-7385.4pp | 4239.32%-4220.5pp | 372.94%-354.1pp |
| Employer contribution / active EE | $1,481 | $1,398+5.9% | $1,053+40.6% | $4,751-68.8% |
| Participant deferral / active EE | $3,445 | $2,557+34.8% | $1,924+79.1% | $6,710-48.7% |
| Admin fee / account holder | $3,368 | $3,265+3.2% | $2,516+33.9% | $11,403-70.5% |