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 | $32,121 | $96,305-66.6% | $80,569-60.1% | $139,434-77.0% |
| Participation rate | 77.8% | 73.6%+4.1pp | 67.0%+10.8pp | 80.3%-2.5pp |
| Annual return | 27.90% | 1350.08%-1322.2pp | 935.43%-907.5pp | 372.94%-345.0pp |
| Employer contribution / active EE | $3,175 | $3,262-2.7% | $2,723+16.6% | $4,751-33.2% |
| Participant deferral / active EE | $9,666 | $5,232+84.8% | $4,447+117.3% | $6,710+44.0% |
| Admin fee / account holder | $668 | $6,599-89.9% | $5,377-87.6% | $11,403-94.1% |