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 8-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 | $47,442 | $81,840-42.0% | $63,412-25.2% | $125,391-62.2% |
| Participation rate | 81.8% | 73.0%+8.8pp | 67.1%+14.7pp | 83.2%-1.4pp |
| Annual return | 87.14% | -0.10%+87.2pp | 4.04%+83.1pp | 282.22%-195.1pp |
| Employer contribution / active EE | $8,726 | $2,377+267.2% | $1,814+381.0% | $4,866+79.3% |
| Participant deferral / active EE | $4,011 | $3,064+30.9% | $2,496+60.7% | $5,352-25.0% |
| Admin fee / account holder | $811 | $4,951-83.6% | $3,753-78.4% | $9,540-91.5% |