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 | $42,630 | $93,571-54.4% | $135,903-68.6% | $75,163-43.3% |
| Participation rate | 92.2% | 75.2%+17.0pp | 81.9%+10.2pp | 67.2%+25.0pp |
| Annual return | 82.66% | 30.90%+51.8pp | 68.23%+14.4pp | 160.62%-78.0pp |
| Employer contribution / active EE | $11,354 | $3,537+221.0% | $4,856+133.8% | $2,670+325.3% |
| Participant deferral / active EE | $23,085 | $6,404+260.5% | $7,758+197.6% | $4,125+459.6% |
| Admin fee / account holder | $9,555 | $6,975+37.0% | $10,762-11.2% | $5,651+69.1% |