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 3-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 | $57,297 | $88,751-35.4% | $81,812-30.0% | $145,922-60.7% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.3%+17.7pp | 80.3%+9.7pp |
| Annual return | 14.67% | 1025.40%-1010.7pp | 773.79%-759.1pp | 561.29%-546.6pp |
| Employer contribution / active EE | $566 | $3,083-81.6% | $2,912-80.6% | $4,660-87.9% |
| Participant deferral / active EE | $6,465 | $4,643+39.2% | $4,319+49.7% | $6,688-3.3% |
| Admin fee / account holder | $751 | $8,415-91.1% | $7,386-89.8% | $13,397-94.4% |