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 | $42,039 | $105,998-60.3% | $92,233-54.4% | $147,584-71.5% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 11.43% | 50.05%-38.6pp | 176.28%-164.9pp | 578.55%-567.1pp |
| Employer contribution / active EE | $6,504 | $4,333+50.1% | $3,679+76.8% | $4,876+33.4% |
| Participant deferral / active EE | $5,414 | $4,478+20.9% | $3,897+38.9% | $5,439-0.5% |
| Admin fee / account holder | $5,035 | $6,332-20.5% | $5,194-3.0% | $10,885-53.7% |