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 | $84,405 | $74,888+12.7% | $71,209+18.5% | $142,382-40.7% |
| Participation rate | 76.9% | 76.2%+0.7pp | 73.8%+3.2pp | 80.1%-3.2pp |
| Annual return | 18.00% | 345.14%-327.1pp | 282.51%-264.5pp | 217.08%-199.1pp |
| Employer contribution / active EE | $2,437 | $2,854-14.6% | $2,721-10.5% | $4,299-43.3% |
| Participant deferral / active EE | $6,012 | $4,454+35.0% | $4,175+44.0% | $6,507-7.6% |
| Admin fee / account holder | $641 | $5,568-88.5% | $5,349-88.0% | $12,624-94.9% |