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 | $87,553 | $102,604-14.7% | $86,188+1.6% | $139,434-37.2% |
| Participation rate | 84.6% | 74.5%+10.1pp | 69.0%+15.7pp | 80.3%+4.3pp |
| Annual return | 16.87% | 1922.51%-1905.6pp | 1168.45%-1151.6pp | 372.94%-356.1pp |
| Employer contribution / active EE | $3,236 | $3,032+6.7% | $2,380+36.0% | $4,751-31.9% |
| Participant deferral / active EE | $6,624 | $4,676+41.7% | $3,985+66.2% | $6,710-1.3% |
| Admin fee / account holder | $1,616 | $8,657-81.3% | $6,852-76.4% | $11,403-85.8% |