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 7-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 | $88,116 | $96,305-8.5% | $80,569+9.4% | $139,434-36.8% |
| Participation rate | 73.3% | 73.6%-0.3pp | 67.0%+6.3pp | 80.3%-7.0pp |
| Annual return | 19.74% | 1350.08%-1330.3pp | 935.43%-915.7pp | 372.94%-353.2pp |
| Employer contribution / active EE | $2,476 | $3,262-24.1% | $2,723-9.1% | $4,751-47.9% |
| Participant deferral / active EE | $7,504 | $5,232+43.4% | $4,447+68.7% | $6,710+11.8% |
| Admin fee / account holder | $1,004 | $6,599-84.8% | $5,377-81.3% | $11,403-91.2% |