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 | $78,494 | $74,888+4.8% | $71,209+10.2% | $142,382-44.9% |
| Participation rate | 71.4% | 76.2%-4.8pp | 73.8%-2.3pp | 80.1%-8.7pp |
| Annual return | 16.59% | 345.14%-328.6pp | 282.51%-265.9pp | 217.08%-200.5pp |
| Employer contribution / active EE | $4,514 | $2,854+58.2% | $2,721+65.9% | $4,299+5.0% |
| Participant deferral / active EE | $11,557 | $4,454+159.5% | $4,175+176.8% | $6,507+77.6% |
| Admin fee / account holder | $4,168 | $5,568-25.1% | $5,349-22.1% | $12,624-67.0% |