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 | $65,846 | $61,774+6.6% | $97,226-32.3% | $80,856-18.6% |
| Participation rate | 72.7% | 63.5%+9.2pp | 72.7%0pp | 67.6%+5.1pp |
| Annual return | 21.94% | -557.90%+579.8pp | 75.13%-53.2pp | 35.59%-13.7pp |
| Employer contribution / active EE | $3,137 | $1,837+70.8% | $2,729+15.0% | $2,755+13.9% |
| Participant deferral / active EE | $6,419 | $3,029+111.9% | $4,264+50.5% | $4,296+49.4% |
| Admin fee / account holder | $3,042 | $5,166-41.1% | $5,654-46.2% | $6,918-56.0% |