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 | $80,862 | $124,185-34.9% | $108,410-25.4% | $167,490-51.7% |
| Participation rate | 93.3% | 82.3%+11.1pp | 80.1%+13.2pp | 82.1%+11.2pp |
| Annual return | 11.32% | 1379.64%-1368.3pp | 905.27%-894.0pp | 478.56%-467.2pp |
| Employer contribution / active EE | $1,501 | $4,187-64.2% | $3,558-57.8% | $4,837-69.0% |
| Participant deferral / active EE | $3,733 | $6,908-46.0% | $6,563-43.1% | $6,341-41.1% |
| Admin fee / account holder | $13,382 | $9,455+41.5% | $7,295+83.4% | $12,309+8.7% |