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 7-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 | $49,707 | $156,846-68.3% | $121,098-59.0% | $139,434-64.4% |
| Participation rate | 92.3% | 76.4%+15.9pp | 69.5%+22.8pp | 80.3%+12.0pp |
| Annual return | 14.24% | 1474.56%-1460.3pp | 985.75%-971.5pp | 372.94%-358.7pp |
| Employer contribution / active EE | $7,692 | $5,536+38.9% | $4,164+84.7% | $4,751+61.9% |
| Participant deferral / active EE | $3,228 | $4,844-33.4% | $4,080-20.9% | $6,710-51.9% |
| Admin fee / account holder | $2,059 | $6,946-70.4% | $5,644-63.5% | $11,403-81.9% |