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 7-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 | $60,808 | $169,032-64.0% | $129,207-52.9% | $145,922-58.3% |
| Participation rate | 92.9% | 76.4%+16.4pp | 69.6%+23.2pp | 80.3%+12.6pp |
| Annual return | 9.28% | 14330.11%-14320.8pp | 9417.33%-9408.0pp | 561.29%-552.0pp |
| Employer contribution / active EE | $7,143 | $5,537+29.0% | $4,153+72.0% | $4,660+53.3% |
| Participant deferral / active EE | $2,889 | $4,987-42.1% | $4,168-30.7% | $6,688-56.8% |
| Admin fee / account holder | $533 | $9,954-94.6% | $7,715-93.1% | $13,397-96.0% |