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 | $74,322 | $102,604-27.6% | $86,188-13.8% | $139,434-46.7% |
| Participation rate | 95.5% | 74.5%+21.0pp | 69.0%+26.5pp | 80.3%+15.1pp |
| Annual return | 14.06% | 1922.51%-1908.4pp | 1168.45%-1154.4pp | 372.94%-358.9pp |
| Employer contribution / active EE | $2,702 | $3,032-10.9% | $2,380+13.5% | $4,751-43.1% |
| Participant deferral / active EE | $5,059 | $4,676+8.2% | $3,985+26.9% | $6,710-24.6% |
| Admin fee / account holder | $11,925 | $8,657+37.8% | $6,852+74.0% | $11,403+4.6% |