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 6-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 | $169,308 | $90,348+87.4% | $75,972+122.9% | $145,922+16.0% |
| Participation rate | 73.7% | 74.5%-0.8pp | 69.1%+4.6pp | 80.3%-6.6pp |
| Annual return | 10.94% | 620.88%-609.9pp | 359.55%-348.6pp | 561.29%-550.3pp |
| Employer contribution / active EE | $3,348 | $3,311+1.1% | $2,685+24.7% | $4,660-28.1% |
| Participant deferral / active EE | $8,478 | $5,162+64.3% | $4,255+99.2% | $6,688+26.8% |
| Admin fee / account holder | $4,482 | $8,467-47.1% | $6,467-30.7% | $13,397-66.5% |