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 6-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 | $80,204 | $74,888+7.1% | $71,209+12.6% | $142,382-43.7% |
| Participation rate | 78.9% | 76.2%+2.7pp | 73.8%+5.2pp | 80.1%-1.2pp |
| Annual return | 14.33% | 345.14%-330.8pp | 282.51%-268.2pp | 217.08%-202.7pp |
| Employer contribution / active EE | $3,111 | $2,854+9.0% | $2,721+14.3% | $4,299-27.6% |
| Participant deferral / active EE | $6,527 | $4,454+46.5% | $4,175+56.3% | $6,507+0.3% |
| Admin fee / account holder | $6,884 | $5,568+23.6% | $5,349+28.7% | $12,624-45.5% |