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 | $30,896 | $100,852-69.4% | $90,404-65.8% | $158,922-80.6% |
| Participation rate | 81.3% | 75.0%+6.2pp | 72.7%+8.6pp | 82.0%-0.7pp |
| Annual return | 14.52% | 1724.20%-1709.7pp | 1293.02%-1278.5pp | 302.83%-288.3pp |
| Employer contribution / active EE | $1,142 | $3,689-69.0% | $3,262-65.0% | $4,761-76.0% |
| Participant deferral / active EE | $3,145 | $4,348-27.7% | $3,963-20.6% | $5,982-47.4% |
| Admin fee / account holder | $2,624 | $6,501-59.6% | $5,611-53.2% | $11,246-76.7% |