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 | $47,947 | $159,901-70.0% | $146,958-67.4% | $145,922-67.1% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 74.36% | 98.13%-23.8pp | 418.34%-344.0pp | 561.29%-486.9pp |
| Employer contribution / active EE | $3,682 | $5,286-30.3% | $4,933-25.4% | $4,660-21.0% |
| Participant deferral / active EE | $3,632 | $8,428-56.9% | $8,070-55.0% | $6,688-45.7% |
| Admin fee / account holder | $8,057 | $15,044-46.4% | $12,998-38.0% | $13,397-39.9% |