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 7-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 | $72,666 | $65,409+11.1% | $98,442-26.2% | $85,850-15.4% |
| Participation rate | 93.1% | 65.0%+28.1pp | 73.3%+19.8pp | 69.3%+23.8pp |
| Annual return | 18.27% | 21.76%-3.5pp | 1492.73%-1474.5pp | 318.53%-300.3pp |
| Employer contribution / active EE | $4,495 | $2,168+107.4% | $2,960+51.9% | $2,565+75.2% |
| Participant deferral / active EE | $8,679 | $3,166+174.1% | $4,276+103.0% | $3,952+119.6% |
| Admin fee / account holder | $4,181 | $4,593-9.0% | $5,949-29.7% | $6,260-33.2% |