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 | $72,689 | $102,604-29.2% | $86,188-15.7% | $139,434-47.9% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.0%+11.0pp | 80.3%-0.3pp |
| Annual return | 21.17% | 1922.51%-1901.3pp | 1168.45%-1147.3pp | 372.94%-351.8pp |
| Employer contribution / active EE | $3,062 | $3,032+1.0% | $2,380+28.6% | $4,751-35.6% |
| Participant deferral / active EE | $9,027 | $4,676+93.1% | $3,985+126.5% | $6,710+34.5% |
| Admin fee / account holder | $1,264 | $8,657-85.4% | $6,852-81.6% | $11,403-88.9% |