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 | $59,147 | $202,318-70.8% | $172,739-65.8% | $152,861-61.3% |
| Participation rate | 93.3% | 87.1%+6.3pp | 82.6%+10.7pp | 82.4%+10.9pp |
| Annual return | 28.03% | 1029.65%-1001.6pp | 802.84%-774.8pp | 345.32%-317.3pp |
| Employer contribution / active EE | $3,435 | $5,856-41.3% | $5,143-33.2% | $4,762-27.9% |
| Participant deferral / active EE | $7,097 | $5,948+19.3% | $5,198+36.5% | $5,850+21.3% |
| Admin fee / account holder | $305 | $17,109-98.2% | $13,954-97.8% | $11,596-97.4% |