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 8-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 | $33,382 | $98,750-66.2% | $149,696-77.7% | $79,858-58.2% |
| Participation rate | 97.1% | 75.8%+21.4pp | 82.5%+14.7pp | 69.6%+27.5pp |
| Annual return | 45.72% | 27.43%+18.3pp | 276.60%-230.9pp | 31.71%+14.0pp |
| Employer contribution / active EE | $3,687 | $3,216+14.6% | $4,644-20.6% | $2,471+49.2% |
| Participant deferral / active EE | $6,806 | $5,680+19.8% | $6,842-0.5% | $3,740+82.0% |
| Admin fee / account holder | $2,338 | $6,053-61.4% | $9,309-74.9% | $5,306-55.9% |