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 | $36,288 | $102,317-64.5% | $146,958-75.3% | $80,856-55.1% |
| Participation rate | 98.1% | 75.8%+22.2pp | 82.2%+15.9pp | 67.6%+30.4pp |
| Annual return | 28.03% | 134.76%-106.7pp | 418.34%-390.3pp | 35.59%-7.6pp |
| Employer contribution / active EE | $5,693 | $3,713+53.3% | $4,933+15.4% | $2,755+106.7% |
| Participant deferral / active EE | $11,415 | $6,644+71.8% | $8,070+41.5% | $4,296+165.7% |
| Admin fee / account holder | $6,862 | $7,941-13.6% | $12,998-47.2% | $6,918-0.8% |