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 | $40,594 | $98,750-58.9% | $149,696-72.9% | $79,858-49.2% |
| Participation rate | 83.3% | 75.8%+7.6pp | 82.5%+0.9pp | 69.6%+13.7pp |
| Annual return | 39.21% | 27.43%+11.8pp | 276.60%-237.4pp | 31.71%+7.5pp |
| Employer contribution / active EE | $2,618 | $3,216-18.6% | $4,644-43.6% | $2,471+5.9% |
| Participant deferral / active EE | $10,539 | $5,680+85.5% | $6,842+54.0% | $3,740+181.8% |
| Admin fee / account holder | $4,713 | $6,053-22.1% | $9,309-49.4% | $5,306-11.2% |