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 | $41,153 | $105,181-60.9% | $159,436-74.2% | $85,850-52.1% |
| Participation rate | 98.1% | 75.8%+22.3pp | 82.8%+15.3pp | 69.3%+28.8pp |
| Annual return | 28.48% | 45.07%-16.6pp | 263.57%-235.1pp | 318.53%-290.1pp |
| Employer contribution / active EE | $5,473 | $3,318+64.9% | $4,829+13.3% | $2,565+113.4% |
| Participant deferral / active EE | $9,724 | $5,945+63.6% | $7,352+32.3% | $3,952+146.1% |
| Admin fee / account holder | $3,324 | $6,933-52.1% | $10,799-69.2% | $6,260-46.9% |