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 | $79,210 | $70,756+11.9% | $65,493+20.9% | $142,382-44.4% |
| Participation rate | 83.3% | 77.4%+6.0pp | 73.1%+10.2pp | 80.1%+3.2pp |
| Annual return | 15.18% | 1754.89%-1739.7pp | 982.45%-967.3pp | 217.08%-201.9pp |
| Employer contribution / active EE | $2,578 | $2,881-10.5% | $2,574+0.1% | $4,299-40.0% |
| Participant deferral / active EE | $8,652 | $4,637+86.6% | $3,961+118.4% | $6,507+33.0% |
| Admin fee / account holder | $7,195 | $6,559+9.7% | $5,028+43.1% | $12,624-43.0% |