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 10-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 | $37,397 | $68,346-45.3% | $94,646-60.5% | $75,163-50.2% |
| Participation rate | 92.2% | 76.1%+16.1pp | 80.8%+11.4pp | 67.2%+25.0pp |
| Annual return | 37.83% | 616.93%-579.1pp | 156.71%-118.9pp | 160.62%-122.8pp |
| Employer contribution / active EE | $4,757 | $2,701+76.1% | $3,672+29.6% | $2,670+78.2% |
| Participant deferral / active EE | $9,720 | $6,537+48.7% | $7,418+31.0% | $4,125+135.6% |
| Admin fee / account holder | $611 | $5,326-88.5% | $7,231-91.6% | $5,651-89.2% |