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 | $37,299 | $88,751-58.0% | $81,812-54.4% | $145,922-74.4% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.3%+17.7pp | 80.3%+9.7pp |
| Annual return | 16.32% | 1025.40%-1009.1pp | 773.79%-757.5pp | 561.29%-545.0pp |
| Employer contribution / active EE | $2,265 | $3,083-26.5% | $2,912-22.2% | $4,660-51.4% |
| Participant deferral / active EE | $4,613 | $4,643-0.6% | $4,319+6.8% | $6,688-31.0% |
| Admin fee / account holder | $1,201 | $8,415-85.7% | $7,386-83.7% | $13,397-91.0% |