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 | $79,750 | $122,239-34.8% | $184,203-56.7% | $74,495+7.1% |
| Participation rate | 93.1% | 85.5%+7.6pp | 86.8%+6.3pp | 67.2%+25.9pp |
| Annual return | 50.86% | 19.95%+30.9pp | 28.81%+22.0pp | 1364.94%-1314.1pp |
| Employer contribution / active EE | $4,976 | $4,537+9.7% | $6,427-22.6% | $2,623+89.7% |
| Participant deferral / active EE | $7,536 | $7,139+5.6% | $9,131-17.5% | $4,346+73.4% |
| Admin fee / account holder | $3,158 | $1,260+150.7% | $13,901-77.3% | $1,942+62.7% |