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 | $43,648 | $108,919-59.9% | $100,391-56.5% | $145,922-70.1% |
| Participation rate | 95.8% | 82.9%+12.9pp | 81.5%+14.4pp | 80.3%+15.6pp |
| Annual return | 12.26% | 57.88%-45.6pp | 49.20%-36.9pp | 561.29%-549.0pp |
| Employer contribution / active EE | $9,421 | $4,419+113.2% | $3,942+139.0% | $4,660+102.2% |
| Participant deferral / active EE | $18,429 | $8,445+118.2% | $8,082+128.0% | $6,688+175.6% |
| Admin fee / account holder | $27,415 | $9,689+183.0% | $7,899+247.1% | $13,397+104.6% |