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 9-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 | $40,658 | $158,398-74.3% | $126,539-67.9% | $142,382-71.4% |
| Participation rate | 90.9% | 75.8%+15.1pp | 69.8%+21.1pp | 80.1%+10.8pp |
| Annual return | 22.13% | 593.76%-571.6pp | 425.95%-403.8pp | 217.08%-194.9pp |
| Employer contribution / active EE | $1,661 | $4,650-64.3% | $3,674-54.8% | $4,299-61.4% |
| Participant deferral / active EE | $9,164 | $4,767+92.2% | $4,083+124.5% | $6,507+40.8% |
| Admin fee / account holder | $304 | $6,918-95.6% | $6,065-95.0% | $12,624-97.6% |