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 | $57,570 | $183,519-68.6% | $155,509-63.0% | $145,922-60.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.32% | 61.17%-51.8pp | 64.67%-55.3pp | 561.29%-552.0pp |
| Employer contribution / active EE | $6,881 | $5,313+29.5% | $4,672+47.3% | $4,660+47.7% |
| Participant deferral / active EE | $8,935 | $6,462+38.3% | $5,626+58.8% | $6,688+33.6% |
| Admin fee / account holder | $328 | $19,313-98.3% | $15,912-97.9% | $13,397-97.6% |