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 | $20,186 | $102,966-80.4% | $90,281-77.6% | $152,861-86.8% |
| Participation rate | 83.3% | 75.9%+7.5pp | 73.3%+10.1pp | 82.4%+0.9pp |
| Annual return | 212.25% | 95.16%+117.1pp | 78.10%+134.1pp | 345.32%-133.1pp |
| Employer contribution / active EE | $3,031 | $3,139-3.4% | $2,854+6.2% | $4,762-36.3% |
| Participant deferral / active EE | $5,938 | $4,281+38.7% | $3,885+52.8% | $5,850+1.5% |
| Admin fee / account holder | $556 | $6,171-91.0% | $5,351-89.6% | $11,596-95.2% |