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 7-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 | $67,846 | $156,846-56.7% | $121,098-44.0% | $139,434-51.3% |
| Participation rate | 87.5% | 76.4%+11.1pp | 69.5%+18.0pp | 80.3%+7.2pp |
| Annual return | 18.63% | 1474.56%-1455.9pp | 985.75%-967.1pp | 372.94%-354.3pp |
| Employer contribution / active EE | $0 | $5,536-100.0% | $4,164-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $8,127 | $4,844+67.8% | $4,080+99.2% | $6,710+21.1% |
| Admin fee / account holder | $1,060 | $6,946-84.7% | $5,644-81.2% | $11,403-90.7% |