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 6-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 | $10,594 | $100,852-89.5% | $90,404-88.3% | $158,922-93.3% |
| Participation rate | 92.3% | 75.0%+17.3pp | 72.7%+19.6pp | 82.0%+10.3pp |
| Annual return | 25.13% | 1724.20%-1699.1pp | 1293.02%-1267.9pp | 302.83%-277.7pp |
| Employer contribution / active EE | $1,488 | $3,689-59.7% | $3,262-54.4% | $4,761-68.7% |
| Participant deferral / active EE | $6,144 | $4,348+41.3% | $3,963+55.0% | $5,982+2.7% |
| Admin fee / account holder | $348 | $6,501-94.6% | $5,611-93.8% | $11,246-96.9% |