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 | $40,373 | $57,281-29.5% | $86,612-53.4% | $75,163-46.3% |
| Participation rate | 96.0% | 63.2%+32.8pp | 71.7%+24.3pp | 67.2%+28.8pp |
| Annual return | 23.26% | 2670.75%-2647.5pp | 591.07%-567.8pp | 160.62%-137.4pp |
| Employer contribution / active EE | $6,452 | $2,314+178.8% | $3,022+113.5% | $2,670+141.7% |
| Participant deferral / active EE | $2,312 | $3,318-30.3% | $4,438-47.9% | $4,125-43.9% |
| Admin fee / account holder | $439 | $4,112-89.3% | $5,614-92.2% | $5,651-92.2% |