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 7-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 | $41,471 | $102,317-59.5% | $146,958-71.8% | $80,856-48.7% |
| Participation rate | 81.5% | 75.8%+5.6pp | 82.2%-0.7pp | 67.6%+13.8pp |
| Annual return | 94.37% | 134.76%-40.4pp | 418.34%-324.0pp | 35.59%+58.8pp |
| Employer contribution / active EE | $3,554 | $3,713-4.3% | $4,933-28.0% | $2,755+29.0% |
| Participant deferral / active EE | $7,022 | $6,644+5.7% | $8,070-13.0% | $4,296+63.5% |
| Admin fee / account holder | $1,502 | $7,941-81.1% | $12,998-88.4% | $6,918-78.3% |