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 | $41,258 | $169,032-75.6% | $129,207-68.1% | $145,922-71.7% |
| Participation rate | 76.9% | 76.4%+0.5pp | 69.6%+7.3pp | 80.3%-3.4pp |
| Annual return | 13.62% | 14330.11%-14316.5pp | 9417.33%-9403.7pp | 561.29%-547.7pp |
| Employer contribution / active EE | $4,732 | $5,537-14.5% | $4,153+13.9% | $4,660+1.5% |
| Participant deferral / active EE | $7,213 | $4,987+44.6% | $4,168+73.1% | $6,688+7.8% |
| Admin fee / account holder | $10,295 | $9,954+3.4% | $7,715+33.5% | $13,397-23.2% |