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 9-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 | $43,189 | $78,422-44.9% | $95,952-55.0% | $79,858-45.9% |
| Participation rate | 86.6% | 73.5%+13.1pp | 77.1%+9.5pp | 69.6%+17.0pp |
| Annual return | 146.62% | 19.37%+127.2pp | 91.61%+55.0pp | 31.71%+114.9pp |
| Employer contribution / active EE | $3,919 | $1,945+101.5% | $2,541+54.2% | $2,471+58.6% |
| Participant deferral / active EE | $9,082 | $3,440+164.0% | $4,167+117.9% | $3,740+142.8% |
| Admin fee / account holder | $2,865 | $5,622-49.0% | $6,795-57.8% | $5,306-46.0% |