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 | $83,421 | $217,402-61.6% | $185,823-55.1% | $167,490-50.2% |
| Participation rate | 90.0% | 86.0%+4.0pp | 81.7%+8.3pp | 82.1%+7.9pp |
| Annual return | 22.60% | 148.36%-125.8pp | 122.05%-99.5pp | 478.56%-456.0pp |
| Employer contribution / active EE | $3,077 | $5,873-47.6% | $5,167-40.4% | $4,837-36.4% |
| Participant deferral / active EE | $9,249 | $6,356+45.5% | $5,568+66.1% | $6,341+45.9% |
| Admin fee / account holder | $403 | $19,811-98.0% | $16,237-97.5% | $12,309-96.7% |