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 10-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 | $42,062 | $105,181-60.0% | $159,436-73.6% | $85,850-51.0% |
| Participation rate | 93.1% | 75.8%+17.3pp | 82.8%+10.3pp | 69.3%+23.8pp |
| Annual return | 30.10% | 45.07%-15.0pp | 263.57%-233.5pp | 318.53%-288.4pp |
| Employer contribution / active EE | $2,552 | $3,318-23.1% | $4,829-47.2% | $2,565-0.5% |
| Participant deferral / active EE | $6,185 | $5,945+4.0% | $7,352-15.9% | $3,952+56.5% |
| Admin fee / account holder | $418 | $6,933-94.0% | $10,799-96.1% | $6,260-93.3% |