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 5-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 | $36,206 | $49,173-26.4% | $121,098-70.1% | $75,163-51.8% |
| Participation rate | 89.4% | 55.4%+34.0pp | 69.5%+19.9pp | 67.2%+22.2pp |
| Annual return | 89.83% | 55.99%+33.8pp | 985.75%-895.9pp | 160.62%-70.8pp |
| Employer contribution / active EE | $4,067 | $1,546+163.1% | $4,164-2.3% | $2,670+52.3% |
| Participant deferral / active EE | $7,488 | $2,628+185.0% | $4,080+83.5% | $4,125+81.5% |
| Admin fee / account holder | $402 | $3,942-89.8% | $5,644-92.9% | $5,651-92.9% |