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 | $23,312 | $183,519-87.3% | $155,509-85.0% | $145,922-84.0% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 213.41% | 61.17%+152.2pp | 64.67%+148.7pp | 561.29%-347.9pp |
| Employer contribution / active EE | $1,263 | $5,313-76.2% | $4,672-73.0% | $4,660-72.9% |
| Participant deferral / active EE | $9,524 | $6,462+47.4% | $5,626+69.3% | $6,688+42.4% |
| Admin fee / account holder | $312 | $19,313-98.4% | $15,912-98.0% | $13,397-97.7% |