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 | $43,445 | $105,181-58.7% | $159,436-72.8% | $85,850-49.4% |
| Participation rate | 91.8% | 75.8%+16.1pp | 82.8%+9.0pp | 69.3%+22.5pp |
| Annual return | 60.59% | 45.07%+15.5pp | 263.57%-203.0pp | 318.53%-257.9pp |
| Employer contribution / active EE | $3,136 | $3,318-5.5% | $4,829-35.1% | $2,565+22.3% |
| Participant deferral / active EE | $6,022 | $5,945+1.3% | $7,352-18.1% | $3,952+52.4% |
| Admin fee / account holder | $1,206 | $6,933-82.6% | $10,799-88.8% | $6,260-80.7% |