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 6-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 | $45,082 | $105,181-57.1% | $159,436-71.7% | $85,850-47.5% |
| Participation rate | 86.5% | 75.8%+10.8pp | 82.8%+3.7pp | 69.3%+17.2pp |
| Annual return | 86.01% | 45.07%+40.9pp | 263.57%-177.6pp | 318.53%-232.5pp |
| Employer contribution / active EE | $7,931 | $3,318+139.0% | $4,829+64.2% | $2,565+209.2% |
| Participant deferral / active EE | $10,418 | $5,945+75.2% | $7,352+41.7% | $3,952+163.6% |
| Admin fee / account holder | $373 | $6,933-94.6% | $10,799-96.5% | $6,260-94.0% |