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 | $30,591 | $89,355-65.8% | $141,162-78.3% | $72,985-58.1% |
| Participation rate | 96.9% | 75.1%+21.8pp | 82.5%+14.4pp | 69.5%+27.4pp |
| Annual return | 159.46% | 111.85%+47.6pp | 71.39%+88.1pp | 81.00%+78.5pp |
| Employer contribution / active EE | $1,696 | $3,114-45.6% | $4,735-64.2% | $2,440-30.5% |
| Participant deferral / active EE | $4,212 | $5,418-22.3% | $6,709-37.2% | $3,607+16.8% |
| Admin fee / account holder | $326 | $5,958-94.5% | $10,261-96.8% | $5,124-93.6% |