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 | $68,279 | $90,348-24.4% | $75,972-10.1% | $145,922-53.2% |
| Participation rate | 88.9% | 74.5%+14.4pp | 69.1%+19.8pp | 80.3%+8.6pp |
| Annual return | 18.44% | 620.88%-602.4pp | 359.55%-341.1pp | 561.29%-542.8pp |
| Employer contribution / active EE | $4,454 | $3,311+34.5% | $2,685+65.9% | $4,660-4.4% |
| Participant deferral / active EE | $7,294 | $5,162+41.3% | $4,255+71.4% | $6,688+9.1% |
| Admin fee / account holder | $2,281 | $8,467-73.1% | $6,467-64.7% | $13,397-83.0% |