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 8-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 | $37,116 | $112,096-66.9% | $95,952-61.3% | $158,922-76.6% |
| Participation rate | 94.7% | 79.0%+15.8pp | 77.1%+17.7pp | 82.0%+12.8pp |
| Annual return | 9.57% | 171.09%-161.5pp | 91.61%-82.0pp | 302.83%-293.3pp |
| Employer contribution / active EE | $7,947 | $3,198+148.5% | $2,541+212.8% | $4,761+66.9% |
| Participant deferral / active EE | $6,629 | $4,784+38.6% | $4,167+59.1% | $5,982+10.8% |
| Admin fee / account holder | $40,539 | $10,130+300.2% | $6,795+496.6% | $11,246+260.5% |