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 | $22,596 | $57,281-60.6% | $86,612-73.9% | $75,163-69.9% |
| Participation rate | 98.4% | 63.2%+35.2pp | 71.7%+26.7pp | 67.2%+31.2pp |
| Annual return | 45.86% | 2670.75%-2624.9pp | 591.07%-545.2pp | 160.62%-114.8pp |
| Employer contribution / active EE | $3,177 | $2,314+37.3% | $3,022+5.1% | $2,670+19.0% |
| Participant deferral / active EE | $5,785 | $3,318+74.4% | $4,438+30.4% | $4,125+40.2% |
| Admin fee / account holder | $3,179 | $4,112-22.7% | $5,614-43.4% | $5,651-43.7% |