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 | $35,477 | $93,571-62.1% | $135,903-73.9% | $75,163-52.8% |
| Participation rate | 93.8% | 75.2%+18.6pp | 81.9%+11.8pp | 67.2%+26.6pp |
| Annual return | 58.15% | 30.90%+27.2pp | 68.23%-10.1pp | 160.62%-102.5pp |
| Employer contribution / active EE | $3,260 | $3,537-7.8% | $4,856-32.9% | $2,670+22.1% |
| Participant deferral / active EE | $7,748 | $6,404+21.0% | $7,758-0.1% | $4,125+87.8% |
| Admin fee / account holder | $346 | $6,975-95.0% | $10,762-96.8% | $5,651-93.9% |