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 | $36,471 | $183,519-80.1% | $155,509-76.5% | $145,922-75.0% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 12.25% | 61.17%-48.9pp | 64.67%-52.4pp | 561.29%-549.0pp |
| Employer contribution / active EE | $7,060 | $5,313+32.9% | $4,672+51.1% | $4,660+51.5% |
| Participant deferral / active EE | $6,871 | $6,462+6.3% | $5,626+22.1% | $6,688+2.7% |
| Admin fee / account holder | $334 | $19,313-98.3% | $15,912-97.9% | $13,397-97.5% |