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 | $31,152 | $105,181-70.4% | $159,436-80.5% | $85,850-63.7% |
| Participation rate | 79.5% | 75.8%+3.8pp | 82.8%-3.3pp | 69.3%+10.2pp |
| Annual return | 66.05% | 45.07%+21.0pp | 263.57%-197.5pp | 318.53%-252.5pp |
| Employer contribution / active EE | $3,208 | $3,318-3.3% | $4,829-33.6% | $2,565+25.1% |
| Participant deferral / active EE | $5,883 | $5,945-1.0% | $7,352-20.0% | $3,952+48.9% |
| Admin fee / account holder | $1,880 | $6,933-72.9% | $10,799-82.6% | $6,260-70.0% |