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 | $71,429 | $96,305-25.8% | $80,569-11.3% | $139,434-48.8% |
| Participation rate | 94.4% | 73.6%+20.8pp | 67.0%+27.4pp | 80.3%+14.1pp |
| Annual return | 17.15% | 1350.08%-1332.9pp | 935.43%-918.3pp | 372.94%-355.8pp |
| Employer contribution / active EE | $10,584 | $3,262+224.5% | $2,723+288.6% | $4,751+122.8% |
| Participant deferral / active EE | $5,358 | $5,232+2.4% | $4,447+20.5% | $6,710-20.2% |
| Admin fee / account holder | $2,264 | $6,599-65.7% | $5,377-57.9% | $11,403-80.1% |