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 | $54,137 | $93,571-42.1% | $135,903-60.2% | $75,163-28.0% |
| Participation rate | 71.3% | 75.2%-3.9pp | 81.9%-10.7pp | 67.2%+4.1pp |
| Annual return | 63.44% | 30.90%+32.5pp | 68.23%-4.8pp | 160.62%-97.2pp |
| Employer contribution / active EE | $3,989 | $3,537+12.8% | $4,856-17.8% | $2,670+49.4% |
| Participant deferral / active EE | $9,260 | $6,404+44.6% | $7,758+19.4% | $4,125+124.5% |
| Admin fee / account holder | $750 | $6,975-89.3% | $10,762-93.0% | $5,651-86.7% |