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 4-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 | $41,575 | $102,317-59.4% | $146,958-71.7% | $80,856-48.6% |
| Participation rate | 92.2% | 75.8%+16.4pp | 82.2%+10.0pp | 67.6%+24.5pp |
| Annual return | 37.92% | 134.76%-96.8pp | 418.34%-380.4pp | 35.59%+2.3pp |
| Employer contribution / active EE | $6,998 | $3,713+88.5% | $4,933+41.9% | $2,755+154.0% |
| Participant deferral / active EE | $12,062 | $6,644+81.6% | $8,070+49.5% | $4,296+180.8% |
| Admin fee / account holder | $5,694 | $7,941-28.3% | $12,998-56.2% | $6,918-17.7% |