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 | $56,508 | $100,852-44.0% | $90,404-37.5% | $158,922-64.4% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.7%+7.3pp | 82.0%-2.0pp |
| Annual return | 17.23% | 1724.20%-1707.0pp | 1293.02%-1275.8pp | 302.83%-285.6pp |
| Employer contribution / active EE | $3,746 | $3,689+1.6% | $3,262+14.8% | $4,761-21.3% |
| Participant deferral / active EE | $14,190 | $4,348+226.4% | $3,963+258.0% | $5,982+137.2% |
| Admin fee / account holder | $434 | $6,501-93.3% | $5,611-92.3% | $11,246-96.1% |