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 | $35,555 | $202,318-82.4% | $172,739-79.4% | $152,861-76.7% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 18.73% | 1029.65%-1010.9pp | 802.84%-784.1pp | 345.32%-326.6pp |
| Employer contribution / active EE | $1,574 | $5,856-73.1% | $5,143-69.4% | $4,762-66.9% |
| Participant deferral / active EE | $8,135 | $5,948+36.8% | $5,198+56.5% | $5,850+39.1% |
| Admin fee / account holder | $901 | $17,109-94.7% | $13,954-93.5% | $11,596-92.2% |