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 6-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 | $72,238 | $114,047-36.7% | $96,139-24.9% | $167,490-56.9% |
| Participation rate | 75.0% | 75.1%-0.1pp | 68.4%+6.6pp | 82.1%-7.1pp |
| Annual return | 15.97% | 189.88%-173.9pp | 191.94%-176.0pp | 478.56%-462.6pp |
| Employer contribution / active EE | $1,645 | $3,427-52.0% | $2,797-41.2% | $4,837-66.0% |
| Participant deferral / active EE | $1,694 | $5,194-67.4% | $4,349-61.0% | $6,341-73.3% |
| Admin fee / account holder | $1,257 | $6,897-81.8% | $5,537-77.3% | $12,309-89.8% |