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 9-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 | $43,219 | $99,020-56.4% | $86,590-50.1% | $147,584-70.7% |
| Participation rate | 93.8% | 76.3%+17.4pp | 73.5%+20.2pp | 82.8%+10.9pp |
| Annual return | 12.07% | 1312.34%-1300.3pp | 964.84%-952.8pp | 578.55%-566.5pp |
| Employer contribution / active EE | $8,909 | $3,132+184.4% | $2,839+213.8% | $4,876+82.7% |
| Participant deferral / active EE | $4,475 | $3,972+12.6% | $3,609+24.0% | $5,439-17.7% |
| Admin fee / account holder | $34,190 | $5,710+498.7% | $4,906+596.9% | $10,885+214.1% |