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 7-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 | $47,036 | $102,317-54.0% | $146,958-68.0% | $80,856-41.8% |
| Participation rate | 97.1% | 75.8%+21.2pp | 82.2%+14.9pp | 67.6%+29.4pp |
| Annual return | 28.24% | 134.76%-106.5pp | 418.34%-390.1pp | 35.59%-7.4pp |
| Employer contribution / active EE | $5,135 | $3,713+38.3% | $4,933+4.1% | $2,755+86.4% |
| Participant deferral / active EE | $6,430 | $6,644-3.2% | $8,070-20.3% | $4,296+49.7% |
| Admin fee / account holder | $648 | $7,941-91.8% | $12,998-95.0% | $6,918-90.6% |