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 | $41,857 | $83,902-50.1% | $167,512-75.0% | $84,808-50.6% |
| Participation rate | 98.1% | 66.5%+31.7pp | 77.1%+21.1pp | 68.3%+29.8pp |
| Annual return | 29.53% | 91.55%-62.0pp | 1615.79%-1586.3pp | 40.90%-11.4pp |
| Employer contribution / active EE | $4,448 | $2,264+96.5% | $3,882+14.6% | $2,631+69.1% |
| Participant deferral / active EE | $1,704 | $4,442-61.6% | $6,405-73.4% | $4,212-59.5% |
| Admin fee / account holder | $3,652 | $7,915-53.9% | $9,769-62.6% | $7,344-50.3% |