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 8-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 | $75,926 | $70,908+7.1% | $98,907-23.2% | $73,488+3.3% |
| Participation rate | 94.4% | 73.8%+20.7pp | 76.0%+18.4pp | 70.7%+23.8pp |
| Annual return | 40.40% | 34.17%+6.2pp | 196.43%-156.0pp | 28.51%+11.9pp |
| Employer contribution / active EE | $8,372 | $2,036+311.1% | $2,689+211.4% | $2,270+268.8% |
| Participant deferral / active EE | $15,601 | $3,500+345.8% | $4,244+267.6% | $3,740+317.2% |
| Admin fee / account holder | $3,766 | $535+604.1% | $6,642-43.3% | $513+634.1% |