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 | $82,024 | $48,046+70.7% | $84,611-3.1% | $72,985+12.4% |
| Participation rate | 76.0% | 57.6%+18.4pp | 68.2%+7.8pp | 69.5%+6.5pp |
| Annual return | 35.02% | 37.38%-2.4pp | 258.74%-223.7pp | 81.00%-46.0pp |
| Employer contribution / active EE | $17,120 | $1,602+968.8% | $2,652+545.5% | $2,440+601.7% |
| Participant deferral / active EE | $12,069 | $2,680+350.3% | $3,899+209.6% | $3,607+234.6% |
| Admin fee / account holder | $621 | $3,395-81.7% | $4,912-87.4% | $5,124-87.9% |