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 | $43,589 | $105,998-58.9% | $92,233-52.7% | $147,584-70.5% |
| Participation rate | 89.5% | 80.4%+9.1pp | 76.5%+13.0pp | 82.8%+6.6pp |
| Annual return | 23.24% | 50.05%-26.8pp | 176.28%-153.0pp | 578.55%-555.3pp |
| Employer contribution / active EE | $1,929 | $4,333-55.5% | $3,679-47.6% | $4,876-60.4% |
| Participant deferral / active EE | $5,578 | $4,478+24.6% | $3,897+43.2% | $5,439+2.6% |
| Admin fee / account holder | $465 | $6,332-92.7% | $5,194-91.1% | $10,885-95.7% |