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 | $46,814 | $94,625-50.5% | $116,228-59.7% | $84,808-44.8% |
| Participation rate | 76.1% | 70.4%+5.6pp | 74.6%+1.5pp | 68.3%+7.8pp |
| Annual return | 36.83% | 20.40%+16.4pp | 90.06%-53.2pp | 40.90%-4.1pp |
| Employer contribution / active EE | $1,948 | $2,347-17.0% | $2,994-34.9% | $2,631-26.0% |
| Participant deferral / active EE | $5,005 | $3,972+26.0% | $4,953+1.1% | $4,212+18.8% |
| Admin fee / account holder | $6,206 | $10,091-38.5% | $11,989-48.2% | $7,344-15.5% |