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 | $96,727 | $159,901-39.5% | $146,958-34.2% | $145,922-33.7% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 14.60% | 98.13%-83.5pp | 418.34%-403.7pp | 561.29%-546.7pp |
| Employer contribution / active EE | $1,665 | $5,286-68.5% | $4,933-66.2% | $4,660-64.3% |
| Participant deferral / active EE | $16,104 | $8,428+91.1% | $8,070+99.6% | $6,688+140.8% |
| Admin fee / account holder | $2,273 | $15,044-84.9% | $12,998-82.5% | $13,397-83.0% |