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 8-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 | $11,216 | $81,632-86.3% | $70,449-84.1% | $158,922-92.9% |
| Participation rate | 92.3% | 77.7%+14.6pp | 75.1%+17.3pp | 82.0%+10.3pp |
| Annual return | 22.73% | 208.40%-185.7pp | 109.03%-86.3pp | 302.83%-280.1pp |
| Employer contribution / active EE | $3,764 | $3,217+17.0% | $2,737+37.5% | $4,761-21.0% |
| Participant deferral / active EE | $4,021 | $4,554-11.7% | $3,709+8.4% | $5,982-32.8% |
| Admin fee / account holder | $921 | $6,193-85.1% | $3,845-76.1% | $11,246-91.8% |