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 9-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 | $77,311 | $64,839+19.2% | $95,585-19.1% | $84,808-8.8% |
| Participation rate | 88.1% | 63.8%+24.3pp | 72.1%+16.0pp | 68.3%+19.8pp |
| Annual return | 22.51% | -670.96%+693.5pp | 38.56%-16.1pp | 40.90%-18.4pp |
| Employer contribution / active EE | $16,238 | $1,759+823.2% | $2,527+542.7% | $2,631+517.2% |
| Participant deferral / active EE | $10,514 | $2,965+254.6% | $4,023+161.4% | $4,212+149.6% |
| Admin fee / account holder | $11,932 | $5,964+100.1% | $6,127+94.7% | $7,344+62.5% |