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 | $48,031 | $176,056-72.7% | $159,436-69.9% | $167,490-71.3% |
| Participation rate | 94.4% | 84.9%+9.5pp | 82.8%+11.6pp | 82.1%+12.3pp |
| Annual return | 36.36% | 331.75%-295.4pp | 263.57%-227.2pp | 478.56%-442.2pp |
| Employer contribution / active EE | $2,476 | $5,297-53.3% | $4,829-48.7% | $4,837-48.8% |
| Participant deferral / active EE | $9,423 | $7,750+21.6% | $7,352+28.2% | $6,341+48.6% |
| Admin fee / account holder | $908 | $12,554-92.8% | $10,799-91.6% | $12,309-92.6% |