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 | $50,889 | $100,852-49.5% | $90,404-43.7% | $158,922-68.0% |
| Participation rate | 84.6% | 75.0%+9.6pp | 72.7%+11.9pp | 82.0%+2.7pp |
| Annual return | 9.66% | 1724.20%-1714.5pp | 1293.02%-1283.4pp | 302.83%-293.2pp |
| Employer contribution / active EE | $1,610 | $3,689-56.3% | $3,262-50.6% | $4,761-66.2% |
| Participant deferral / active EE | $2,113 | $4,348-51.4% | $3,963-46.7% | $5,982-64.7% |
| Admin fee / account holder | $8,830 | $6,501+35.8% | $5,611+57.4% | $11,246-21.5% |