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 | $41,246 | $88,751-53.5% | $81,812-49.6% | $145,922-71.7% |
| Participation rate | 93.3% | 75.0%+18.3pp | 72.3%+21.0pp | 80.3%+13.1pp |
| Annual return | 10.72% | 1025.40%-1014.7pp | 773.79%-763.1pp | 561.29%-550.6pp |
| Employer contribution / active EE | $4,204 | $3,083+36.4% | $2,912+44.4% | $4,660-9.8% |
| Participant deferral / active EE | $5,264 | $4,643+13.4% | $4,319+21.9% | $6,688-21.3% |
| Admin fee / account holder | $2,755 | $8,415-67.3% | $7,386-62.7% | $13,397-79.4% |