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 8-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 | $70,224 | $74,888-6.2% | $71,209-1.4% | $142,382-50.7% |
| Participation rate | 94.7% | 76.2%+18.5pp | 73.8%+21.0pp | 80.1%+14.6pp |
| Annual return | 19.44% | 345.14%-325.7pp | 282.51%-263.1pp | 217.08%-197.6pp |
| Employer contribution / active EE | $1,634 | $2,854-42.8% | $2,721-40.0% | $4,299-62.0% |
| Participant deferral / active EE | $8,437 | $4,454+89.4% | $4,175+102.1% | $6,507+29.7% |
| Admin fee / account holder | $435 | $5,568-92.2% | $5,349-91.9% | $12,624-96.6% |