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 | $36,839 | $49,922-26.2% | $80,569-54.3% | $75,163-51.0% |
| Participation rate | 89.3% | 55.3%+34.0pp | 67.0%+22.3pp | 67.2%+22.1pp |
| Annual return | 18.33% | 34.69%-16.4pp | 935.43%-917.1pp | 160.62%-142.3pp |
| Employer contribution / active EE | $6,435 | $1,698+278.9% | $2,723+136.3% | $2,670+141.0% |
| Participant deferral / active EE | $6,098 | $2,990+103.9% | $4,447+37.1% | $4,125+47.8% |
| Admin fee / account holder | $393 | $3,577-89.0% | $5,377-92.7% | $5,651-93.0% |