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 | $59,780 | $58,694+1.9% | $142,863-58.2% | $85,850-30.4% |
| Participation rate | 98.7% | 58.5%+40.2pp | 71.9%+26.7pp | 69.3%+29.4pp |
| Annual return | 15.44% | 27.72%-12.3pp | 5637.54%-5622.1pp | 318.53%-303.1pp |
| Employer contribution / active EE | $3,079 | $1,423+116.5% | $4,144-25.7% | $2,565+20.1% |
| Participant deferral / active EE | $3,579 | $2,607+37.3% | $3,837-6.7% | $3,952-9.4% |
| Admin fee / account holder | $3,542 | $4,239-16.4% | $6,560-46.0% | $6,260-43.4% |