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 | $66,672 | $90,600-26.4% | $79,464-16.1% | $135,375-50.8% |
| Participation rate | 94.4% | 76.0%+18.4pp | 73.3%+21.1pp | 82.6%+11.8pp |
| Annual return | 8.78% | 977.43%-968.7pp | 718.14%-709.4pp | 519.73%-511.0pp |
| Employer contribution / active EE | $2,952 | $3,068-3.8% | $2,800+5.4% | $4,779-38.2% |
| Participant deferral / active EE | $10,181 | $4,050+151.4% | $3,704+174.9% | $5,609+81.5% |
| Admin fee / account holder | $4,063 | $5,907-31.2% | $5,113-20.5% | $10,827-62.5% |