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 | $34,169 | $70,669-51.6% | $169,368-79.8% | $75,163-54.5% |
| Participation rate | 86.2% | 64.8%+21.4pp | 77.1%+9.1pp | 67.2%+19.0pp |
| Annual return | 41.59% | 36.36%+5.2pp | 405.60%-364.0pp | 160.62%-119.0pp |
| Employer contribution / active EE | $5,688 | $2,211+157.3% | $4,013+41.8% | $2,670+113.1% |
| Participant deferral / active EE | $9,328 | $4,311+116.4% | $6,221+49.9% | $4,125+126.1% |
| Admin fee / account holder | $3,166 | $5,402-41.4% | $9,003-64.8% | $5,651-44.0% |