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 6-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 | $83,744 | $74,888+11.8% | $71,209+17.6% | $142,382-41.2% |
| Participation rate | 72.7% | 76.2%-3.5pp | 73.8%-1.0pp | 80.1%-7.4pp |
| Annual return | 18.10% | 345.14%-327.0pp | 282.51%-264.4pp | 217.08%-199.0pp |
| Employer contribution / active EE | $1,989 | $2,854-30.3% | $2,721-26.9% | $4,299-53.7% |
| Participant deferral / active EE | $7,312 | $4,454+64.2% | $4,175+75.1% | $6,507+12.4% |
| Admin fee / account holder | $590 | $5,568-89.4% | $5,349-89.0% | $12,624-95.3% |