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 9-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 | $72,036 | $124,185-42.0% | $108,410-33.6% | $167,490-57.0% |
| Participation rate | 90.9% | 82.3%+8.6pp | 80.1%+10.8pp | 82.1%+8.8pp |
| Annual return | 17.22% | 1379.64%-1362.4pp | 905.27%-888.1pp | 478.56%-461.3pp |
| Employer contribution / active EE | $1,336 | $4,187-68.1% | $3,558-62.5% | $4,837-72.4% |
| Participant deferral / active EE | $7,118 | $6,908+3.0% | $6,563+8.5% | $6,341+12.3% |
| Admin fee / account holder | $443 | $9,455-95.3% | $7,295-93.9% | $12,309-96.4% |