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 | $68,413 | $70,756-3.3% | $65,493+4.5% | $142,382-52.0% |
| Participation rate | 87.5% | 77.4%+10.1pp | 73.1%+14.4pp | 80.1%+7.4pp |
| Annual return | 16.19% | 1754.89%-1738.7pp | 982.45%-966.3pp | 217.08%-200.9pp |
| Employer contribution / active EE | $4,355 | $2,881+51.2% | $2,574+69.2% | $4,299+1.3% |
| Participant deferral / active EE | $6,325 | $4,637+36.4% | $3,961+59.7% | $6,507-2.8% |
| Admin fee / account holder | $12,191 | $6,559+85.9% | $5,028+142.5% | $12,624-3.4% |