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 7-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 | $36,376 | $68,346-46.8% | $94,646-61.6% | $75,163-51.6% |
| Participation rate | 97.1% | 76.1%+21.0pp | 80.8%+16.3pp | 67.2%+30.0pp |
| Annual return | 39.90% | 616.93%-577.0pp | 156.71%-116.8pp | 160.62%-120.7pp |
| Employer contribution / active EE | $4,200 | $2,701+55.5% | $3,672+14.4% | $2,670+57.3% |
| Participant deferral / active EE | $8,978 | $6,537+37.3% | $7,418+21.0% | $4,125+117.7% |
| Admin fee / account holder | $4,517 | $5,326-15.2% | $7,231-37.5% | $5,651-20.1% |