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 | $44,647 | $53,777-17.0% | $134,143-66.7% | $79,858-44.1% |
| Participation rate | 82.1% | 58.8%+23.4pp | 72.2%+10.0pp | 69.6%+12.5pp |
| Annual return | 16.32% | 19.01%-2.7pp | 36.33%-20.0pp | 31.71%-15.4pp |
| Employer contribution / active EE | $1,517 | $1,321+14.8% | $3,704-59.0% | $2,471-38.6% |
| Participant deferral / active EE | $6,586 | $2,420+172.1% | $3,499+88.2% | $3,740+76.1% |
| Admin fee / account holder | $24,264 | $3,984+509.0% | $6,684+263.0% | $5,306+357.3% |