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 | $24,559 | $114,047-78.5% | $96,139-74.5% | $167,490-85.3% |
| Participation rate | 94.4% | 75.1%+19.4pp | 68.4%+26.0pp | 82.1%+12.3pp |
| Annual return | 33.96% | 189.88%-155.9pp | 191.94%-158.0pp | 478.56%-444.6pp |
| Employer contribution / active EE | $3,733 | $3,427+8.9% | $2,797+33.5% | $4,837-22.8% |
| Participant deferral / active EE | $9,345 | $5,194+79.9% | $4,349+114.9% | $6,341+47.4% |
| Admin fee / account holder | $401 | $6,897-94.2% | $5,537-92.8% | $12,309-96.7% |