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 | $43,157 | $159,901-73.0% | $146,958-70.6% | $145,922-70.4% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 14.14% | 98.13%-84.0pp | 418.34%-404.2pp | 561.29%-547.1pp |
| Employer contribution / active EE | $6,566 | $5,286+24.2% | $4,933+33.1% | $4,660+40.9% |
| Participant deferral / active EE | $17,576 | $8,428+108.5% | $8,070+117.8% | $6,688+162.8% |
| Admin fee / account holder | $4,881 | $15,044-67.6% | $12,998-62.4% | $13,397-63.6% |