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 | $74,470 | $109,817-32.2% | $98,442-24.4% | $167,490-55.5% |
| Participation rate | 80.0% | 75.8%+4.2pp | 73.3%+6.7pp | 82.1%-2.1pp |
| Annual return | 20.79% | 1956.69%-1935.9pp | 1492.73%-1471.9pp | 478.56%-457.8pp |
| Employer contribution / active EE | $2,991 | $3,224-7.2% | $2,960+1.1% | $4,837-38.2% |
| Participant deferral / active EE | $5,301 | $4,673+13.4% | $4,276+24.0% | $6,341-16.4% |
| Admin fee / account holder | $954 | $6,753-85.9% | $5,949-84.0% | $12,309-92.3% |