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 | $37,275 | $183,963-79.7% | $162,163-77.0% | $152,861-75.6% |
| Participation rate | 76.9% | 88.5%-11.6pp | 87.6%-10.6pp | 82.4%-5.5pp |
| Annual return | 24.79% | 150.76%-126.0pp | 115.59%-90.8pp | 345.32%-320.5pp |
| Employer contribution / active EE | $7,873 | $6,371+23.6% | $5,614+40.2% | $4,762+65.3% |
| Participant deferral / active EE | $5,729 | $8,034-28.7% | $7,298-21.5% | $5,850-2.1% |
| Admin fee / account holder | $908 | $13,121-93.1% | $10,843-91.6% | $11,596-92.2% |