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 | $41,409 | $65,561-36.8% | $86,188-52.0% | $75,163-44.9% |
| Participation rate | 88.0% | 60.5%+27.5pp | 69.0%+19.0pp | 67.2%+20.8pp |
| Annual return | 15.63% | 46.05%-30.4pp | 1168.45%-1152.8pp | 160.62%-145.0pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $5,082 | $3,024+68.1% | $3,985+27.5% | $4,125+23.2% |
| Admin fee / account holder | $2,384 | $5,474-56.4% | $6,852-65.2% | $5,651-57.8% |