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 9-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 | $82,593 | $51,576+60.1% | $129,207-36.1% | $80,856+2.1% |
| Participation rate | 71.2% | 57.0%+14.2pp | 69.6%+1.5pp | 67.6%+3.5pp |
| Annual return | 30.88% | 20.81%+10.1pp | 9417.33%-9386.4pp | 35.59%-4.7pp |
| Employer contribution / active EE | $3,600 | $1,584+127.3% | $4,153-13.3% | $2,755+30.7% |
| Participant deferral / active EE | $1,483 | $2,669-44.4% | $4,168-64.4% | $4,296-65.5% |
| Admin fee / account holder | $5,286 | $4,305+22.8% | $7,715-31.5% | $6,918-23.6% |