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 | $41,256 | $90,600-54.5% | $79,464-48.1% | $135,375-69.5% |
| Participation rate | 86.7% | 76.0%+10.6pp | 73.3%+13.3pp | 82.6%+4.0pp |
| Annual return | 8.74% | 977.43%-968.7pp | 718.14%-709.4pp | 519.73%-511.0pp |
| Employer contribution / active EE | $4,767 | $3,068+55.4% | $2,800+70.2% | $4,779-0.2% |
| Participant deferral / active EE | $5,347 | $4,050+32.0% | $3,704+44.4% | $5,609-4.7% |
| Admin fee / account holder | $13,284 | $5,907+124.9% | $5,113+159.8% | $10,827+22.7% |