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 9-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 | $24,840 | $115,882-78.6% | $100,516-75.3% | $158,922-84.4% |
| Participation rate | 88.9% | 81.6%+7.3pp | 79.4%+9.5pp | 82.0%+6.9pp |
| Annual return | 66.95% | 34.79%+32.2pp | 30.89%+36.1pp | 302.83%-235.9pp |
| Employer contribution / active EE | $1,975 | $4,103-51.9% | $3,418-42.2% | $4,761-58.5% |
| Participant deferral / active EE | $6,566 | $6,674-1.6% | $6,270+4.7% | $5,982+9.8% |
| Admin fee / account holder | $1,023 | $10,995-90.7% | $8,081-87.3% | $11,246-90.9% |