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 7-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 | $72,509 | $202,432-64.2% | $169,368-57.2% | $139,434-48.0% |
| Participation rate | 88.9% | 81.1%+7.8pp | 77.1%+11.7pp | 80.3%+8.6pp |
| Annual return | 22.54% | 531.74%-509.2pp | 405.60%-383.1pp | 372.94%-350.4pp |
| Employer contribution / active EE | $2,443 | $4,692-47.9% | $4,013-39.1% | $4,751-48.6% |
| Participant deferral / active EE | $14,475 | $6,938+108.6% | $6,221+132.7% | $6,710+115.7% |
| Admin fee / account holder | $587 | $10,708-94.5% | $9,003-93.5% | $11,403-94.9% |