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 | $83,581 | $74,888+11.6% | $71,209+17.4% | $142,382-41.3% |
| Participation rate | 81.3% | 76.2%+5.0pp | 73.8%+7.5pp | 80.1%+1.1pp |
| Annual return | 18.89% | 345.14%-326.3pp | 282.51%-263.6pp | 217.08%-198.2pp |
| Employer contribution / active EE | $3,653 | $2,854+28.0% | $2,721+34.2% | $4,299-15.0% |
| Participant deferral / active EE | $10,361 | $4,454+132.6% | $4,175+148.2% | $6,507+59.2% |
| Admin fee / account holder | $372 | $5,568-93.3% | $5,349-93.0% | $12,624-97.1% |