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 | $63,400 | $99,020-36.0% | $86,590-26.8% | $147,584-57.0% |
| Participation rate | 80.0% | 76.3%+3.7pp | 73.5%+6.5pp | 82.8%-2.8pp |
| Annual return | 848.33% | 1312.34%-464.0pp | 964.84%-116.5pp | 578.55%+269.8pp |
| Employer contribution / active EE | $2,740 | $3,132-12.5% | $2,839-3.5% | $4,876-43.8% |
| Participant deferral / active EE | $4,500 | $3,972+13.3% | $3,609+24.7% | $5,439-17.3% |
| Admin fee / account holder | $7,209 | $5,710+26.3% | $4,906+47.0% | $10,885-33.8% |