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 8-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 | $45,627 | $59,417-23.2% | $93,606-51.3% | $74,495-38.8% |
| Participation rate | 98.3% | 59.7%+38.6pp | 68.7%+29.6pp | 67.2%+31.1pp |
| Annual return | 15.74% | 81.83%-66.1pp | 133.20%-117.5pp | 1364.94%-1349.2pp |
| Employer contribution / active EE | $3,504 | $1,264+177.3% | $2,420+44.8% | $2,623+33.6% |
| Participant deferral / active EE | $6,952 | $3,050+127.9% | $4,411+57.6% | $4,346+60.0% |
| Admin fee / account holder | $4,519 | $3,021+49.6% | $8,285-45.5% | $1,942+132.7% |