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 10-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 | $77,299 | $56,629+36.5% | $77,999-0.9% | $55,167+40.1% |
| Participation rate | 80.0% | 73.3%+6.7pp | 75.5%+4.5pp | 69.0%+11.0pp |
| Annual return | 9.64% | 2866.98%-2857.3pp | 425.96%-416.3pp | 169.23%-159.6pp |
| Employer contribution / active EE | $2,243 | $1,723+30.2% | $2,470-9.2% | $1,963+14.3% |
| Participant deferral / active EE | $4,835 | $2,777+74.1% | $3,497+38.3% | $3,054+58.3% |
| Admin fee / account holder | $1,117 | $467+139.5% | $5,480-79.6% | $504+121.7% |