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 | $41,369 | $96,305-57.0% | $80,569-48.7% | $139,434-70.3% |
| Participation rate | 91.7% | 73.6%+18.0pp | 67.0%+24.7pp | 80.3%+11.3pp |
| Annual return | 58.36% | 1350.08%-1291.7pp | 935.43%-877.1pp | 372.94%-314.6pp |
| Employer contribution / active EE | $4,068 | $3,262+24.7% | $2,723+49.4% | $4,751-14.4% |
| Participant deferral / active EE | $8,751 | $5,232+67.3% | $4,447+96.8% | $6,710+30.4% |
| Admin fee / account holder | $766 | $6,599-88.4% | $5,377-85.8% | $11,403-93.3% |