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 | $28,204 | $60,323-53.2% | $81,812-65.5% | $74,495-62.1% |
| Participation rate | 92.2% | 62.9%+29.3pp | 72.3%+19.8pp | 67.2%+25.0pp |
| Annual return | 19.72% | 16.90%+2.8pp | 773.79%-754.1pp | 1364.94%-1345.2pp |
| Employer contribution / active EE | $2,579 | $2,620-1.6% | $2,912-11.4% | $2,623-1.7% |
| Participant deferral / active EE | $4,438 | $3,387+31.0% | $4,319+2.8% | $4,346+2.1% |
| Admin fee / account holder | $5,490 | $1,486+269.5% | $7,386-25.7% | $1,942+182.7% |