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 | $48,920 | $76,367-35.9% | $93,606-47.7% | $72,985-33.0% |
| Participation rate | 95.7% | 71.7%+24.0pp | 75.8%+19.9pp | 69.5%+26.2pp |
| Annual return | 234.69% | 25.82%+208.9pp | 32.76%+201.9pp | 81.00%+153.7pp |
| Employer contribution / active EE | $8,551 | $2,275+275.8% | $2,718+214.6% | $2,440+250.5% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,069-100.0% | $3,607-100.0% |
| Admin fee / account holder | $4,827 | $6,838-29.4% | $7,888-38.8% | $5,124-5.8% |