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 10-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 | $41,863 | $107,334-61.0% | $92,893-54.9% | $152,861-72.6% |
| Participation rate | 94.4% | 79.8%+14.7pp | 76.0%+18.4pp | 82.4%+12.0pp |
| Annual return | 25.11% | 145.58%-120.5pp | 109.41%-84.3pp | 345.32%-320.2pp |
| Employer contribution / active EE | $3,357 | $4,221-20.5% | $3,653-8.1% | $4,762-29.5% |
| Participant deferral / active EE | $7,139 | $4,845+47.4% | $4,236+68.5% | $5,850+22.0% |
| Admin fee / account holder | $983 | $7,079-86.1% | $5,794-83.0% | $11,596-91.5% |