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 6-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 | $38,056 | $96,305-60.5% | $80,569-52.8% | $139,434-72.7% |
| Participation rate | 88.2% | 73.6%+14.6pp | 67.0%+21.2pp | 80.3%+7.9pp |
| Annual return | 24.51% | 1350.08%-1325.6pp | 935.43%-910.9pp | 372.94%-348.4pp |
| Employer contribution / active EE | $3,271 | $3,262+0.3% | $2,723+20.1% | $4,751-31.2% |
| Participant deferral / active EE | $7,959 | $5,232+52.1% | $4,447+79.0% | $6,710+18.6% |
| Admin fee / account holder | $887 | $6,599-86.6% | $5,377-83.5% | $11,403-92.2% |