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 | $66,733 | $65,561+1.8% | $86,188-22.6% | $75,163-11.2% |
| Participation rate | 79.3% | 60.5%+18.8pp | 69.0%+10.4pp | 67.2%+12.1pp |
| Annual return | 19.76% | 46.05%-26.3pp | 1168.45%-1148.7pp | 160.62%-140.9pp |
| Employer contribution / active EE | $1,392 | $1,553-10.3% | $2,380-41.5% | $2,670-47.8% |
| Participant deferral / active EE | $4,106 | $3,024+35.8% | $3,985+3.0% | $4,125-0.5% |
| Admin fee / account holder | $462 | $5,474-91.6% | $6,852-93.3% | $5,651-91.8% |