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 | $46,761 | $159,901-70.8% | $146,958-68.2% | $145,922-68.0% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 11.89% | 98.13%-86.2pp | 418.34%-406.4pp | 561.29%-549.4pp |
| Employer contribution / active EE | $5,116 | $5,286-3.2% | $4,933+3.7% | $4,660+9.8% |
| Participant deferral / active EE | $12,778 | $8,428+51.6% | $8,070+58.3% | $6,688+91.1% |
| Admin fee / account holder | $4,088 | $15,044-72.8% | $12,998-68.6% | $13,397-69.5% |