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 7-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 | $38,981 | $112,096-65.2% | $95,952-59.4% | $158,922-75.5% |
| Participation rate | 80.0% | 79.0%+1.0pp | 77.1%+2.9pp | 82.0%-2.0pp |
| Annual return | 29.90% | 171.09%-141.2pp | 91.61%-61.7pp | 302.83%-272.9pp |
| Employer contribution / active EE | $5,154 | $3,198+61.2% | $2,541+102.8% | $4,761+8.2% |
| Participant deferral / active EE | $12,719 | $4,784+165.9% | $4,167+205.2% | $5,982+112.6% |
| Admin fee / account holder | $364 | $10,130-96.4% | $6,795-94.6% | $11,246-96.8% |