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 | $84,896 | $104,907-19.1% | $84,611+0.3% | $152,861-44.5% |
| Participation rate | 87.5% | 74.8%+12.7pp | 68.2%+19.3pp | 82.4%+5.1pp |
| Annual return | 53.82% | 373.79%-320.0pp | 258.74%-204.9pp | 345.32%-291.5pp |
| Employer contribution / active EE | $1,952 | $3,302-40.9% | $2,652-26.4% | $4,762-59.0% |
| Participant deferral / active EE | $4,531 | $4,688-3.3% | $3,899+16.2% | $5,850-22.5% |
| Admin fee / account holder | $737 | $6,241-88.2% | $4,912-85.0% | $11,596-93.6% |