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 | $62,584 | $102,604-39.0% | $86,188-27.4% | $139,434-55.1% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.0%+6.0pp | 80.3%-5.3pp |
| Annual return | 19.78% | 1922.51%-1902.7pp | 1168.45%-1148.7pp | 372.94%-353.2pp |
| Employer contribution / active EE | $2,705 | $3,032-10.8% | $2,380+13.6% | $4,751-43.1% |
| Participant deferral / active EE | $9,545 | $4,676+104.1% | $3,985+139.5% | $6,710+42.2% |
| Admin fee / account holder | $476 | $8,657-94.5% | $6,852-93.1% | $11,403-95.8% |