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 | $37,111 | $57,541-35.5% | $95,745-61.2% | $75,163-50.6% |
| Participation rate | 100.0% | 62.5%+37.5pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 105.77% | 34.93%+70.8pp | 28.35%+77.4pp | 160.62%-54.8pp |
| Employer contribution / active EE | $3,444 | $1,808+90.5% | $2,835+21.5% | $2,670+29.0% |
| Participant deferral / active EE | $8,526 | $3,074+177.4% | $4,245+100.9% | $4,125+106.7% |
| Admin fee / account holder | $1,550 | $4,099-62.2% | $5,678-72.7% | $5,651-72.6% |