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 | $52,023 | $99,877-47.9% | $84,966-38.8% | $145,922-64.3% |
| Participation rate | 78.6% | 74.1%+4.5pp | 67.5%+11.1pp | 80.3%-1.7pp |
| Annual return | 13.75% | 83.76%-70.0pp | 66.38%-52.6pp | 561.29%-547.5pp |
| Employer contribution / active EE | $4,413 | $3,231+36.6% | $2,727+61.8% | $4,660-5.3% |
| Participant deferral / active EE | $8,643 | $5,291+63.4% | $4,519+91.2% | $6,688+29.2% |
| Admin fee / account holder | $1,247 | $7,248-82.8% | $6,149-79.7% | $13,397-90.7% |