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 | $75,481 | $74,888+0.8% | $71,209+6.0% | $142,382-47.0% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.1%+5.6pp |
| Annual return | 15.41% | 345.14%-329.7pp | 282.51%-267.1pp | 217.08%-201.7pp |
| Employer contribution / active EE | $3,487 | $2,854+22.2% | $2,721+28.1% | $4,299-18.9% |
| Participant deferral / active EE | $15,221 | $4,454+241.7% | $4,175+264.6% | $6,507+133.9% |
| Admin fee / account holder | $7,898 | $5,568+41.8% | $5,349+47.7% | $12,624-37.4% |