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 | $30,201 | $100,852-70.1% | $90,404-66.6% | $158,922-81.0% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.7%+7.3pp | 82.0%-2.0pp |
| Annual return | 24.50% | 1724.20%-1699.7pp | 1293.02%-1268.5pp | 302.83%-278.3pp |
| Employer contribution / active EE | $1,491 | $3,689-59.6% | $3,262-54.3% | $4,761-68.7% |
| Participant deferral / active EE | $6,589 | $4,348+51.6% | $3,963+66.3% | $5,982+10.2% |
| Admin fee / account holder | $309 | $6,501-95.2% | $5,611-94.5% | $11,246-97.3% |