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 4-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 | $95,714 | $70,756+35.3% | $65,493+46.1% | $142,382-32.8% |
| Participation rate | 95.8% | 77.4%+18.5pp | 73.1%+22.7pp | 80.1%+15.7pp |
| Annual return | 25.16% | 1754.89%-1729.7pp | 982.45%-957.3pp | 217.08%-191.9pp |
| Employer contribution / active EE | $4,554 | $2,881+58.1% | $2,574+76.9% | $4,299+5.9% |
| Participant deferral / active EE | $18,732 | $4,637+303.9% | $3,961+372.9% | $6,507+187.9% |
| Admin fee / account holder | $7,286 | $6,559+11.1% | $5,028+44.9% | $12,624-42.3% |