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 7-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 | $43,782 | $58,208-24.8% | $81,812-46.5% | $80,856-45.9% |
| Participation rate | 71.4% | 63.4%+8.0pp | 72.3%-0.9pp | 67.6%+3.8pp |
| Annual return | 24.09% | 41.66%-17.6pp | 773.79%-749.7pp | 35.59%-11.5pp |
| Employer contribution / active EE | $4,652 | $2,340+98.8% | $2,912+59.7% | $2,755+68.9% |
| Participant deferral / active EE | $7,750 | $3,281+136.2% | $4,319+79.5% | $4,296+80.4% |
| Admin fee / account holder | $3,158 | $4,981-36.6% | $7,386-57.2% | $6,918-54.3% |