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 9-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 | $40,399 | $98,750-59.1% | $149,696-73.0% | $79,858-49.4% |
| Participation rate | 88.7% | 75.8%+12.9pp | 82.5%+6.2pp | 69.6%+19.1pp |
| Annual return | 445.40% | 27.43%+418.0pp | 276.60%+168.8pp | 31.71%+413.7pp |
| Employer contribution / active EE | $5,464 | $3,216+69.9% | $4,644+17.6% | $2,471+121.1% |
| Participant deferral / active EE | $7,362 | $5,680+29.6% | $6,842+7.6% | $3,740+96.8% |
| Admin fee / account holder | $869 | $6,053-85.6% | $9,309-90.7% | $5,306-83.6% |