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 10-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 | $77,416 | $109,817-29.5% | $98,442-21.4% | $167,490-53.8% |
| Participation rate | 76.9% | 75.8%+1.1pp | 73.3%+3.6pp | 82.1%-5.2pp |
| Annual return | 14.43% | 1956.69%-1942.3pp | 1492.73%-1478.3pp | 478.56%-464.1pp |
| Employer contribution / active EE | $3,816 | $3,224+18.4% | $2,960+28.9% | $4,837-21.1% |
| Participant deferral / active EE | $7,820 | $4,673+67.3% | $4,276+82.9% | $6,341+23.3% |
| Admin fee / account holder | $11,660 | $6,753+72.7% | $5,949+96.0% | $12,309-5.3% |