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 | $35,841 | $81,625-56.1% | $58,482-38.7% | $139,434-74.3% |
| Participation rate | 85.7% | 61.3%+24.4pp | 50.9%+34.9pp | 80.3%+5.4pp |
| Annual return | 13.58% | 7404.20%-7390.6pp | 4239.32%-4225.7pp | 372.94%-359.4pp |
| Employer contribution / active EE | $2,845 | $1,398+103.5% | $1,053+170.2% | $4,751-40.1% |
| Participant deferral / active EE | $5,220 | $2,557+104.2% | $1,924+171.3% | $6,710-22.2% |
| Admin fee / account holder | $6,087 | $3,265+86.4% | $2,516+141.9% | $11,403-46.6% |