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 | $66,491 | $76,738-13.4% | $56,411+17.9% | $145,922-54.4% |
| Participation rate | 72.2% | 63.2%+9.0pp | 52.5%+19.8pp | 80.3%-8.1pp |
| Annual return | 11.86% | 2994.23%-2982.4pp | 1701.33%-1689.5pp | 561.29%-549.4pp |
| Employer contribution / active EE | $6,799 | $1,380+392.8% | $1,039+554.6% | $4,660+45.9% |
| Participant deferral / active EE | $4,341 | $2,623+65.5% | $1,952+122.4% | $6,688-35.1% |
| Admin fee / account holder | $1,825 | $3,334-45.2% | $2,829-35.5% | $13,397-86.4% |