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 6-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 | $79,627 | $169,032-52.9% | $129,207-38.4% | $145,922-45.4% |
| Participation rate | 90.5% | 76.4%+14.0pp | 69.6%+20.9pp | 80.3%+10.2pp |
| Annual return | 15.69% | 14330.11%-14314.4pp | 9417.33%-9401.6pp | 561.29%-545.6pp |
| Employer contribution / active EE | $0 | $5,537-100.0% | $4,153-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $13,200 | $4,987+164.7% | $4,168+216.7% | $6,688+97.4% |
| Admin fee / account holder | $979 | $9,954-90.2% | $7,715-87.3% | $13,397-92.7% |