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 8-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 | $35,558 | $88,751-59.9% | $81,812-56.5% | $145,922-75.6% |
| Participation rate | 95.8% | 75.0%+20.8pp | 72.3%+23.5pp | 80.3%+15.6pp |
| Annual return | 10.72% | 1025.40%-1014.7pp | 773.79%-763.1pp | 561.29%-550.6pp |
| Employer contribution / active EE | $4,741 | $3,083+53.8% | $2,912+62.8% | $4,660+1.8% |
| Participant deferral / active EE | $8,220 | $4,643+77.0% | $4,319+90.3% | $6,688+22.9% |
| Admin fee / account holder | $6,909 | $8,415-17.9% | $7,386-6.5% | $13,397-48.4% |