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 | $76,277 | $99,877-23.6% | $84,966-10.2% | $145,922-47.7% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 35.20% | 83.76%-48.6pp | 66.38%-31.2pp | 561.29%-526.1pp |
| Employer contribution / active EE | $2,505 | $3,231-22.5% | $2,727-8.1% | $4,660-46.2% |
| Participant deferral / active EE | $15,250 | $5,291+188.2% | $4,519+237.4% | $6,688+128.0% |
| Admin fee / account holder | $16,238 | $7,248+124.0% | $6,149+164.1% | $13,397+21.2% |