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 | $38,651 | $158,398-75.6% | $126,539-69.5% | $142,382-72.9% |
| Participation rate | 95.2% | 75.8%+19.4pp | 69.8%+25.4pp | 80.1%+15.1pp |
| Annual return | 25.85% | 593.76%-567.9pp | 425.95%-400.1pp | 217.08%-191.2pp |
| Employer contribution / active EE | $4,201 | $4,650-9.6% | $3,674+14.4% | $4,299-2.3% |
| Participant deferral / active EE | $6,858 | $4,767+43.9% | $4,083+68.0% | $6,507+5.4% |
| Admin fee / account holder | $746 | $6,918-89.2% | $6,065-87.7% | $12,624-94.1% |