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 | $43,277 | $165,335-73.8% | $149,696-71.1% | $158,922-72.8% |
| Participation rate | 95.0% | 84.6%+10.4pp | 82.5%+12.5pp | 82.0%+13.0pp |
| Annual return | 145.90% | 348.15%-202.2pp | 276.60%-130.7pp | 302.83%-156.9pp |
| Employer contribution / active EE | $8,016 | $5,103+57.1% | $4,644+72.6% | $4,761+68.4% |
| Participant deferral / active EE | $5,397 | $7,181-24.8% | $6,842-21.1% | $5,982-9.8% |
| Admin fee / account holder | $1,253 | $10,807-88.4% | $9,309-86.5% | $11,246-88.9% |