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 | $33,110 | $100,852-67.2% | $90,404-63.4% | $158,922-79.2% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.7%+10.7pp | 82.0%+1.4pp |
| Annual return | 14.97% | 1724.20%-1709.2pp | 1293.02%-1278.0pp | 302.83%-287.9pp |
| Employer contribution / active EE | $4,545 | $3,689+23.2% | $3,262+39.3% | $4,761-4.6% |
| Participant deferral / active EE | $6,514 | $4,348+49.8% | $3,963+64.4% | $5,982+8.9% |
| Admin fee / account holder | $2,548 | $6,501-60.8% | $5,611-54.6% | $11,246-77.3% |