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 8-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 | $51,814 | $105,181-50.7% | $159,436-67.5% | $85,850-39.6% |
| Participation rate | 97.7% | 75.8%+21.9pp | 82.8%+14.9pp | 69.3%+28.4pp |
| Annual return | 39.11% | 45.07%-6.0pp | 263.57%-224.5pp | 318.53%-279.4pp |
| Employer contribution / active EE | $6,046 | $3,318+82.2% | $4,829+25.2% | $2,565+135.7% |
| Participant deferral / active EE | $13,266 | $5,945+123.2% | $7,352+80.4% | $3,952+235.7% |
| Admin fee / account holder | $5,595 | $6,933-19.3% | $10,799-48.2% | $6,260-10.6% |