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 | $28,029 | $88,751-68.4% | $81,812-65.7% | $145,922-80.8% |
| Participation rate | 75.0% | 75.0%0pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 29.74% | 1025.40%-995.7pp | 773.79%-744.1pp | 561.29%-531.5pp |
| Employer contribution / active EE | $4,788 | $3,083+55.3% | $2,912+64.4% | $4,660+2.7% |
| Participant deferral / active EE | $8,801 | $4,643+89.5% | $4,319+103.8% | $6,688+31.6% |
| Admin fee / account holder | $985 | $8,415-88.3% | $7,386-86.7% | $13,397-92.7% |