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 | $108,545 | $88,751+22.3% | $81,812+32.7% | $145,922-25.6% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.3%-0.9pp | 80.3%-8.8pp |
| Annual return | 17.27% | 1025.40%-1008.1pp | 773.79%-756.5pp | 561.29%-544.0pp |
| Employer contribution / active EE | $1,888 | $3,083-38.8% | $2,912-35.2% | $4,660-59.5% |
| Participant deferral / active EE | $6,329 | $4,643+36.3% | $4,319+46.6% | $6,688-5.4% |
| Admin fee / account holder | $3,049 | $8,415-63.8% | $7,386-58.7% | $13,397-77.2% |