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 | $29,977 | $68,346-56.1% | $94,646-68.3% | $75,163-60.1% |
| Participation rate | 98.1% | 76.1%+22.0pp | 80.8%+17.3pp | 67.2%+30.9pp |
| Annual return | 64.70% | 616.93%-552.2pp | 156.71%-92.0pp | 160.62%-95.9pp |
| Employer contribution / active EE | $4,149 | $2,701+53.6% | $3,672+13.0% | $2,670+55.4% |
| Participant deferral / active EE | $9,532 | $6,537+45.8% | $7,418+28.5% | $4,125+131.1% |
| Admin fee / account holder | $498 | $5,326-90.6% | $7,231-93.1% | $5,651-91.2% |