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 4-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 | $42,939 | $70,606-39.2% | $53,898-20.3% | $142,382-69.8% |
| Participation rate | 88.9% | 63.7%+25.2pp | 55.0%+33.9pp | 80.1%+8.8pp |
| Annual return | 13.96% | 619.81%-605.9pp | 528.60%-514.6pp | 217.08%-203.1pp |
| Employer contribution / active EE | $3,333 | $1,202+177.3% | $932+257.6% | $4,299-22.5% |
| Participant deferral / active EE | $8,080 | $2,364+241.8% | $1,826+342.4% | $6,507+24.2% |
| Admin fee / account holder | $11,147 | $2,852+290.9% | $2,491+347.5% | $12,624-11.7% |