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 8-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 | $38,043 | $100,852-62.3% | $90,404-57.9% | $158,922-76.1% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.7%+16.2pp | 82.0%+6.9pp |
| Annual return | 33.29% | 1724.20%-1690.9pp | 1293.02%-1259.7pp | 302.83%-269.5pp |
| Employer contribution / active EE | $3,148 | $3,689-14.6% | $3,262-3.5% | $4,761-33.9% |
| Participant deferral / active EE | $7,759 | $4,348+78.5% | $3,963+95.8% | $5,982+29.7% |
| Admin fee / account holder | $515 | $6,501-92.1% | $5,611-90.8% | $11,246-95.4% |