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 10-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 | $40,527 | $115,770-65.0% | $101,248-60.0% | $158,922-74.5% |
| Participation rate | 94.7% | 79.4%+15.4pp | 75.8%+18.9pp | 82.0%+12.8pp |
| Annual return | 20.65% | 56.14%-35.5pp | 46.47%-25.8pp | 302.83%-282.2pp |
| Employer contribution / active EE | $7,560 | $4,175+81.1% | $3,660+106.6% | $4,761+58.8% |
| Participant deferral / active EE | $8,006 | $4,957+61.5% | $4,370+83.2% | $5,982+33.8% |
| Admin fee / account holder | $2,002 | $7,245-72.4% | $5,945-66.3% | $11,246-82.2% |