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 | $69,787 | $100,852-30.8% | $90,404-22.8% | $158,922-56.1% |
| Participation rate | 95.0% | 75.0%+20.0pp | 72.7%+22.3pp | 82.0%+13.0pp |
| Annual return | 9.69% | 1724.20%-1714.5pp | 1293.02%-1283.3pp | 302.83%-293.1pp |
| Employer contribution / active EE | $3,830 | $3,689+3.8% | $3,262+17.4% | $4,761-19.6% |
| Participant deferral / active EE | $9,420 | $4,348+116.7% | $3,963+137.7% | $5,982+57.5% |
| Admin fee / account holder | $7,646 | $6,501+17.6% | $5,611+36.3% | $11,246-32.0% |