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 | $43,778 | $156,846-72.1% | $121,098-63.8% | $139,434-68.6% |
| Participation rate | 87.5% | 76.4%+11.1pp | 69.5%+18.0pp | 80.3%+7.2pp |
| Annual return | 24.13% | 1474.56%-1450.4pp | 985.75%-961.6pp | 372.94%-348.8pp |
| Employer contribution / active EE | $4,333 | $5,536-21.7% | $4,164+4.1% | $4,751-8.8% |
| Participant deferral / active EE | $15,065 | $4,844+211.0% | $4,080+269.3% | $6,710+124.5% |
| Admin fee / account holder | $9,354 | $6,946+34.7% | $5,644+65.7% | $11,403-18.0% |