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 | $40,497 | $68,346-40.7% | $94,646-57.2% | $75,163-46.1% |
| Participation rate | 92.5% | 76.1%+16.4pp | 80.8%+11.7pp | 67.2%+25.3pp |
| Annual return | 22.00% | 616.93%-594.9pp | 156.71%-134.7pp | 160.62%-138.6pp |
| Employer contribution / active EE | $8,148 | $2,701+201.7% | $3,672+121.9% | $2,670+205.2% |
| Participant deferral / active EE | $15,679 | $6,537+139.8% | $7,418+111.4% | $4,125+280.1% |
| Admin fee / account holder | $6,177 | $5,326+16.0% | $7,231-14.6% | $5,651+9.3% |