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 | $64,418 | $73,515-12.4% | $62,995+2.3% | $147,584-56.4% |
| Participation rate | 86.7% | 77.9%+8.8pp | 74.8%+11.9pp | 82.8%+3.8pp |
| Annual return | 14.32% | 175.43%-161.1pp | 87.57%-73.2pp | 578.55%-564.2pp |
| Employer contribution / active EE | $3,166 | $3,320-4.7% | $2,759+14.7% | $4,876-35.1% |
| Participant deferral / active EE | $5,415 | $4,185+29.4% | $3,329+62.7% | $5,439-0.4% |
| Admin fee / account holder | $1,849 | $5,953-68.9% | $3,600-48.6% | $10,885-83.0% |