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 10-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 | $39,578 | $81,208-51.3% | $98,907-60.0% | $79,858-50.4% |
| Participation rate | 96.2% | 72.5%+23.6pp | 76.0%+20.1pp | 69.6%+26.5pp |
| Annual return | 50.78% | 60.99%-10.2pp | 196.43%-145.6pp | 31.71%+19.1pp |
| Employer contribution / active EE | $5,398 | $1,960+175.4% | $2,689+100.7% | $2,471+118.5% |
| Participant deferral / active EE | $0 | $3,265-100.0% | $4,244-100.0% | $3,740-100.0% |
| Admin fee / account holder | $3,209 | $6,013-46.6% | $6,642-51.7% | $5,306-39.5% |