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 9-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 | $50,865 | $106,890-52.4% | $84,015-39.5% | $152,861-66.7% |
| Participation rate | 94.4% | 75.2%+19.2pp | 69.0%+25.4pp | 82.4%+12.0pp |
| Annual return | 23.63% | 104.99%-81.4pp | 71.31%-47.7pp | 345.32%-321.7pp |
| Employer contribution / active EE | $1,649 | $2,734-39.7% | $1,983-16.8% | $4,762-65.4% |
| Participant deferral / active EE | $7,860 | $4,011+95.9% | $3,239+142.7% | $5,850+34.4% |
| Admin fee / account holder | $2,005 | $8,285-75.8% | $6,101-67.1% | $11,596-82.7% |