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 | $44,406 | $114,047-61.1% | $96,139-53.8% | $167,490-73.5% |
| Participation rate | 94.4% | 75.1%+19.4pp | 68.4%+26.0pp | 82.1%+12.3pp |
| Annual return | 12.10% | 189.88%-177.8pp | 191.94%-179.8pp | 478.56%-466.5pp |
| Employer contribution / active EE | $4,386 | $3,427+28.0% | $2,797+56.8% | $4,837-9.3% |
| Participant deferral / active EE | $4,030 | $5,194-22.4% | $4,349-7.3% | $6,341-36.4% |
| Admin fee / account holder | $4,809 | $6,897-30.3% | $5,537-13.1% | $12,309-60.9% |