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 | $81,744 | $76,738+6.5% | $56,411+44.9% | $145,922-44.0% |
| Participation rate | 71.4% | 63.2%+8.2pp | 52.5%+19.0pp | 80.3%-8.8pp |
| Annual return | 21.86% | 2994.23%-2972.4pp | 1701.33%-1679.5pp | 561.29%-539.4pp |
| Employer contribution / active EE | $2,339 | $1,380+69.5% | $1,039+125.2% | $4,660-49.8% |
| Participant deferral / active EE | $6,571 | $2,623+150.6% | $1,952+236.7% | $6,688-1.7% |
| Admin fee / account holder | $834 | $3,334-75.0% | $2,829-70.5% | $13,397-93.8% |