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 | $87,804 | $48,795+79.9% | $65,493+34.1% | $84,808+3.5% |
| Participation rate | 84.1% | 67.0%+17.1pp | 73.1%+11.0pp | 68.3%+15.8pp |
| Annual return | 14.52% | 20.20%-5.7pp | 982.45%-967.9pp | 40.90%-26.4pp |
| Employer contribution / active EE | $3,881 | $1,930+101.1% | $2,574+50.8% | $2,631+47.5% |
| Participant deferral / active EE | $6,964 | $2,928+137.8% | $3,961+75.8% | $4,212+65.4% |
| Admin fee / account holder | $1,328 | $3,877-65.7% | $5,028-73.6% | $7,344-81.9% |