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 | $73,018 | $122,239-40.3% | $184,203-60.4% | $74,495-2.0% |
| Participation rate | 89.6% | 85.5%+4.1pp | 86.8%+2.8pp | 67.2%+22.4pp |
| Annual return | 70.56% | 19.95%+50.6pp | 28.81%+41.7pp | 1364.94%-1294.4pp |
| Employer contribution / active EE | $3,806 | $4,537-16.1% | $6,427-40.8% | $2,623+45.1% |
| Participant deferral / active EE | $8,555 | $7,139+19.8% | $9,131-6.3% | $4,346+96.9% |
| Admin fee / account holder | $1,653 | $1,260+31.2% | $13,901-88.1% | $1,942-14.9% |