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 3-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 | $71,212 | $179,726-60.4% | $156,263-54.4% | $142,382-50.0% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.9%+12.8pp | 80.1%+11.5pp |
| Annual return | 846.92% | 77.86%+769.1pp | 59.47%+787.5pp | 217.08%+629.8pp |
| Employer contribution / active EE | $7,248 | $5,069+43.0% | $4,333+67.3% | $4,299+68.6% |
| Participant deferral / active EE | $9,001 | $6,956+29.4% | $6,158+46.2% | $6,507+38.3% |
| Admin fee / account holder | $1,553 | $17,272-91.0% | $14,255-89.1% | $12,624-87.7% |