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 | $74,455 | $76,552-2.7% | $123,892-39.9% | $62,891+18.4% |
| Participation rate | 77.0% | 73.0%+4.1pp | 81.4%-4.4pp | 69.3%+7.7pp |
| Annual return | 805.71% | 18.68%+787.0pp | 47.52%+758.2pp | 20.14%+785.6pp |
| Employer contribution / active EE | $3,029 | $2,883+5.1% | $4,617-34.4% | $2,281+32.8% |
| Participant deferral / active EE | $9,682 | $4,840+100.0% | $5,984+61.8% | $3,203+202.3% |
| Admin fee / account holder | $452 | $4,826-90.6% | $8,357-94.6% | $4,296-89.5% |