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 5-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 | $42,881 | $70,606-39.3% | $53,898-20.4% | $142,382-69.9% |
| Participation rate | 95.8% | 63.7%+32.1pp | 55.0%+40.9pp | 80.1%+15.7pp |
| Annual return | 21.94% | 619.81%-597.9pp | 528.60%-506.7pp | 217.08%-195.1pp |
| Employer contribution / active EE | $1,773 | $1,202+47.5% | $932+90.2% | $4,299-58.8% |
| Participant deferral / active EE | $4,192 | $2,364+77.3% | $1,826+129.5% | $6,507-35.6% |
| Admin fee / account holder | $370 | $2,852-87.0% | $2,491-85.1% | $12,624-97.1% |