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 | $27,031 | $109,817-75.4% | $98,442-72.5% | $167,490-83.9% |
| Participation rate | 81.8% | 75.8%+6.0pp | 73.3%+8.5pp | 82.1%-0.3pp |
| Annual return | 26.91% | 1956.69%-1929.8pp | 1492.73%-1465.8pp | 478.56%-451.6pp |
| Employer contribution / active EE | $1,951 | $3,224-39.5% | $2,960-34.1% | $4,837-59.7% |
| Participant deferral / active EE | $3,125 | $4,673-33.1% | $4,276-26.9% | $6,341-50.7% |
| Admin fee / account holder | $2,582 | $6,753-61.8% | $5,949-56.6% | $12,309-79.0% |