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 | $8,632 | $70,606-87.8% | $53,898-84.0% | $142,382-93.9% |
| Participation rate | 72.7% | 63.7%+9.0pp | 55.0%+17.8pp | 80.1%-7.4pp |
| Annual return | 114.83% | 619.81%-505.0pp | 528.60%-413.8pp | 217.08%-102.2pp |
| Employer contribution / active EE | $950 | $1,202-20.9% | $932+2.0% | $4,299-77.9% |
| Participant deferral / active EE | $1,157 | $2,364-51.0% | $1,826-36.6% | $6,507-82.2% |
| Admin fee / account holder | $8,311 | $2,852+191.4% | $2,491+233.7% | $12,624-34.2% |