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 7-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 | $59,438 | $96,635-38.5% | $86,612-31.4% | $139,434-57.4% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 22.04% | 106.41%-84.4pp | 591.07%-569.0pp | 372.94%-350.9pp |
| Employer contribution / active EE | $1,034 | $3,263-68.3% | $3,022-65.8% | $4,751-78.2% |
| Participant deferral / active EE | $6,686 | $4,836+38.3% | $4,438+50.7% | $6,710-0.4% |
| Admin fee / account holder | $507 | $6,408-92.1% | $5,614-91.0% | $11,403-95.6% |