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 | $36,205 | $102,317-64.6% | $146,958-75.4% | $80,856-55.2% |
| Participation rate | 94.3% | 75.8%+18.5pp | 82.2%+12.1pp | 67.6%+26.6pp |
| Annual return | 15.35% | 134.76%-119.4pp | 418.34%-403.0pp | 35.59%-20.2pp |
| Employer contribution / active EE | $4,236 | $3,713+14.1% | $4,933-14.1% | $2,755+53.8% |
| Participant deferral / active EE | $6,700 | $6,644+0.9% | $8,070-17.0% | $4,296+56.0% |
| Admin fee / account holder | $1,278 | $7,941-83.9% | $12,998-90.2% | $6,918-81.5% |