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 | $40,476 | $59,107-31.5% | $86,436-53.2% | $68,494-40.9% |
| Participation rate | 97.6% | 75.2%+22.3pp | 80.3%+17.2pp | 67.9%+29.7pp |
| Annual return | 69.72% | -0.23%+69.9pp | 4394.89%-4325.2pp | -7.84%+77.6pp |
| Employer contribution / active EE | $2,415 | $2,519-4.1% | $3,769-35.9% | $2,596-7.0% |
| Participant deferral / active EE | $12,645 | $5,901+114.3% | $6,952+81.9% | $4,027+214.0% |
| Admin fee / account holder | $1,017 | $5,637-82.0% | $6,731-84.9% | $5,403-81.2% |