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 10-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 | $28,376 | $105,181-73.0% | $159,436-82.2% | $85,850-66.9% |
| Participation rate | 94.1% | 75.8%+18.3pp | 82.8%+11.3pp | 69.3%+24.8pp |
| Annual return | 48.39% | 45.07%+3.3pp | 263.57%-215.2pp | 318.53%-270.1pp |
| Employer contribution / active EE | $3,197 | $3,318-3.7% | $4,829-33.8% | $2,565+24.6% |
| Participant deferral / active EE | $5,237 | $5,945-11.9% | $7,352-28.8% | $3,952+32.5% |
| Admin fee / account holder | $1,596 | $6,933-77.0% | $10,799-85.2% | $6,260-74.5% |