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 | $42,330 | $105,181-59.8% | $159,436-73.5% | $85,850-50.7% |
| Participation rate | 96.0% | 75.8%+20.2pp | 82.8%+13.2pp | 69.3%+26.7pp |
| Annual return | 15.59% | 45.07%-29.5pp | 263.57%-248.0pp | 318.53%-302.9pp |
| Employer contribution / active EE | $3,533 | $3,318+6.5% | $4,829-26.8% | $2,565+37.7% |
| Participant deferral / active EE | $10,817 | $5,945+82.0% | $7,352+47.1% | $3,952+173.7% |
| Admin fee / account holder | $2,103 | $6,933-69.7% | $10,799-80.5% | $6,260-66.4% |