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 | $60,887 | $102,604-40.7% | $86,188-29.4% | $139,434-56.3% |
| Participation rate | 90.0% | 74.5%+15.5pp | 69.0%+21.0pp | 80.3%+9.7pp |
| Annual return | 12.27% | 1922.51%-1910.2pp | 1168.45%-1156.2pp | 372.94%-360.7pp |
| Employer contribution / active EE | $2,062 | $3,032-32.0% | $2,380-13.4% | $4,751-56.6% |
| Participant deferral / active EE | $4,370 | $4,676-6.5% | $3,985+9.7% | $6,710-34.9% |
| Admin fee / account holder | $563 | $8,657-93.5% | $6,852-91.8% | $11,403-95.1% |