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 3-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 | $38,365 | $70,606-45.7% | $53,898-28.8% | $142,382-73.1% |
| Participation rate | 93.3% | 63.7%+29.6pp | 55.0%+38.4pp | 80.1%+13.2pp |
| Annual return | 46.17% | 619.81%-573.6pp | 528.60%-482.4pp | 217.08%-170.9pp |
| Employer contribution / active EE | $1,418 | $1,202+18.0% | $932+52.1% | $4,299-67.0% |
| Participant deferral / active EE | $3,688 | $2,364+56.0% | $1,826+102.0% | $6,507-43.3% |
| Admin fee / account holder | $370 | $2,852-87.0% | $2,491-85.1% | $12,624-97.1% |