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 | $61,598 | $99,985-38.4% | $146,665-58.0% | $85,850-28.2% |
| Participation rate | 83.3% | 73.1%+10.3pp | 80.1%+3.3pp | 69.3%+14.0pp |
| Annual return | 221.46% | 18.93%+202.5pp | 22.74%+198.7pp | 318.53%-97.1pp |
| Employer contribution / active EE | $3,797 | $2,559+48.4% | $4,136-8.2% | $2,565+48.0% |
| Participant deferral / active EE | $8,911 | $4,006+122.5% | $5,506+61.8% | $3,952+125.5% |
| Admin fee / account holder | $2,434 | $7,702-68.4% | $10,280-76.3% | $6,260-61.1% |