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 8-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 | $37,403 | $57,281-34.7% | $86,612-56.8% | $75,163-50.2% |
| Participation rate | 95.5% | 63.2%+32.3pp | 71.7%+23.8pp | 67.2%+28.3pp |
| Annual return | 38.91% | 2670.75%-2631.8pp | 591.07%-552.2pp | 160.62%-121.7pp |
| Employer contribution / active EE | $2,829 | $2,314+22.2% | $3,022-6.4% | $2,670+5.9% |
| Participant deferral / active EE | $4,321 | $3,318+30.2% | $4,438-2.6% | $4,125+4.8% |
| Admin fee / account holder | $537 | $4,112-86.9% | $5,614-90.4% | $5,651-90.5% |