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 | $50,630 | $169,032-70.0% | $129,207-60.8% | $145,922-65.3% |
| Participation rate | 90.0% | 76.4%+13.6pp | 69.6%+20.4pp | 80.3%+9.7pp |
| Annual return | 30.07% | 14330.11%-14300.0pp | 9417.33%-9387.3pp | 561.29%-531.2pp |
| Employer contribution / active EE | $2,185 | $5,537-60.5% | $4,153-47.4% | $4,660-53.1% |
| Participant deferral / active EE | $4,775 | $4,987-4.3% | $4,168+14.6% | $6,688-28.6% |
| Admin fee / account holder | $2,876 | $9,954-71.1% | $7,715-62.7% | $13,397-78.5% |