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 | $75,605 | $100,852-25.0% | $90,404-16.4% | $158,922-52.4% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.7%+14.8pp | 82.0%+5.5pp |
| Annual return | 14.58% | 1724.20%-1709.6pp | 1293.02%-1278.4pp | 302.83%-288.2pp |
| Employer contribution / active EE | $1,002 | $3,689-72.8% | $3,262-69.3% | $4,761-79.0% |
| Participant deferral / active EE | $944 | $4,348-78.3% | $3,963-76.2% | $5,982-84.2% |
| Admin fee / account holder | $547 | $6,501-91.6% | $5,611-90.3% | $11,246-95.1% |