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 | $40,985 | $102,317-59.9% | $146,958-72.1% | $80,856-49.3% |
| Participation rate | 92.8% | 75.8%+16.9pp | 82.2%+10.6pp | 67.6%+25.1pp |
| Annual return | 38.22% | 134.76%-96.5pp | 418.34%-380.1pp | 35.59%+2.6pp |
| Employer contribution / active EE | $4,464 | $3,713+20.2% | $4,933-9.5% | $2,755+62.0% |
| Participant deferral / active EE | $10,966 | $6,644+65.1% | $8,070+35.9% | $4,296+155.3% |
| Admin fee / account holder | $3,040 | $7,941-61.7% | $12,998-76.6% | $6,918-56.1% |