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 | $45,576 | $68,346-33.3% | $94,646-51.8% | $75,163-39.4% |
| Participation rate | 95.8% | 76.1%+19.7pp | 80.8%+15.0pp | 67.2%+28.6pp |
| Annual return | 22.75% | 616.93%-594.2pp | 156.71%-134.0pp | 160.62%-137.9pp |
| Employer contribution / active EE | $4,438 | $2,701+64.3% | $3,672+20.8% | $2,670+66.2% |
| Participant deferral / active EE | $9,715 | $6,537+48.6% | $7,418+31.0% | $4,125+135.5% |
| Admin fee / account holder | $610 | $5,326-88.5% | $7,231-91.6% | $5,651-89.2% |