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 | $42,947 | $157,256-72.7% | $141,162-69.6% | $152,861-71.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 31.89% | 64.32%-32.4pp | 71.39%-39.5pp | 345.32%-313.4pp |
| Employer contribution / active EE | $7,419 | $5,261+41.0% | $4,735+56.7% | $4,762+55.8% |
| Participant deferral / active EE | $7,653 | $7,109+7.6% | $6,709+14.1% | $5,850+30.8% |
| Admin fee / account holder | $1,131 | $12,120-90.7% | $10,261-89.0% | $11,596-90.2% |