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 | $16,163 | $99,020-83.7% | $86,590-81.3% | $147,584-89.0% |
| Participation rate | 81.3% | 76.3%+4.9pp | 73.5%+7.7pp | 82.8%-1.6pp |
| Annual return | 33.39% | 1312.34%-1278.9pp | 964.84%-931.5pp | 578.55%-545.2pp |
| Employer contribution / active EE | $1,908 | $3,132-39.1% | $2,839-32.8% | $4,876-60.9% |
| Participant deferral / active EE | $7,908 | $3,972+99.1% | $3,609+119.1% | $5,439+45.4% |
| Admin fee / account holder | $351 | $5,710-93.9% | $4,906-92.8% | $10,885-96.8% |