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 6-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 | $38,988 | $65,561-40.5% | $86,188-54.8% | $75,163-48.1% |
| Participation rate | 94.4% | 60.5%+34.0pp | 69.0%+25.5pp | 67.2%+27.3pp |
| Annual return | 22.06% | 46.05%-24.0pp | 1168.45%-1146.4pp | 160.62%-138.6pp |
| Employer contribution / active EE | $4,522 | $1,553+191.2% | $2,380+90.0% | $2,670+69.4% |
| Participant deferral / active EE | $9,004 | $3,024+197.8% | $3,985+125.9% | $4,125+118.3% |
| Admin fee / account holder | $1,633 | $5,474-70.2% | $6,852-76.2% | $5,651-71.1% |