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 3-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 | $80,233 | $90,348-11.2% | $75,972+5.6% | $145,922-45.0% |
| Participation rate | 93.3% | 74.5%+18.9pp | 69.1%+24.3pp | 80.3%+13.1pp |
| Annual return | 23.43% | 620.88%-597.4pp | 359.55%-336.1pp | 561.29%-537.9pp |
| Employer contribution / active EE | $9,897 | $3,311+198.9% | $2,685+268.6% | $4,660+112.4% |
| Participant deferral / active EE | $11,241 | $5,162+117.8% | $4,255+164.1% | $6,688+68.1% |
| Admin fee / account holder | $2,138 | $8,467-74.7% | $6,467-66.9% | $13,397-84.0% |