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 | $78,838 | $74,888+5.3% | $71,209+10.7% | $142,382-44.6% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 14.24% | 345.14%-330.9pp | 282.51%-268.3pp | 217.08%-202.8pp |
| Employer contribution / active EE | $2,765 | $2,854-3.1% | $2,721+1.6% | $4,299-35.7% |
| Participant deferral / active EE | $8,195 | $4,454+84.0% | $4,175+96.3% | $6,507+25.9% |
| Admin fee / account holder | $431 | $5,568-92.3% | $5,349-91.9% | $12,624-96.6% |