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 | $38,559 | $202,432-81.0% | $169,368-77.2% | $139,434-72.3% |
| Participation rate | 92.3% | 81.1%+11.2pp | 77.1%+15.2pp | 80.3%+12.0pp |
| Annual return | 65.18% | 531.74%-466.6pp | 405.60%-340.4pp | 372.94%-307.8pp |
| Employer contribution / active EE | $4,790 | $4,692+2.1% | $4,013+19.4% | $4,751+0.8% |
| Participant deferral / active EE | $16,650 | $6,938+140.0% | $6,221+167.6% | $6,710+148.1% |
| Admin fee / account holder | $306 | $10,708-97.1% | $9,003-96.6% | $11,403-97.3% |