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 | $66,911 | $100,852-33.7% | $90,404-26.0% | $158,922-57.9% |
| Participation rate | 90.9% | 75.0%+15.9pp | 72.7%+18.2pp | 82.0%+9.0pp |
| Annual return | 16.62% | 1724.20%-1707.6pp | 1293.02%-1276.4pp | 302.83%-286.2pp |
| Employer contribution / active EE | $1,563 | $3,689-57.6% | $3,262-52.1% | $4,761-67.2% |
| Participant deferral / active EE | $3,919 | $4,348-9.9% | $3,963-1.1% | $5,982-34.5% |
| Admin fee / account holder | $322 | $6,501-95.0% | $5,611-94.3% | $11,246-97.1% |