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 6-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 | $37,243 | $96,635-61.5% | $86,612-57.0% | $139,434-73.3% |
| Participation rate | 80.0% | 74.4%+5.6pp | 71.7%+8.3pp | 80.3%-0.3pp |
| Annual return | 21.94% | 106.41%-84.5pp | 591.07%-569.1pp | 372.94%-351.0pp |
| Employer contribution / active EE | $725 | $3,263-77.8% | $3,022-76.0% | $4,751-84.7% |
| Participant deferral / active EE | $7,357 | $4,836+52.1% | $4,438+65.8% | $6,710+9.6% |
| Admin fee / account holder | $433 | $6,408-93.2% | $5,614-92.3% | $11,403-96.2% |