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 | $45,658 | $80,968-43.6% | $96,544-52.7% | $75,163-39.3% |
| Participation rate | 97.9% | 71.8%+26.1pp | 76.0%+21.9pp | 67.2%+30.7pp |
| Annual return | 20.25% | 27.06%-6.8pp | 25.84%-5.6pp | 160.62%-140.4pp |
| Employer contribution / active EE | $4,187 | $2,282+83.5% | $2,965+41.2% | $2,670+56.8% |
| Participant deferral / active EE | $8,370 | $3,928+113.1% | $4,851+72.6% | $4,125+102.9% |
| Admin fee / account holder | $2,868 | $6,724-57.4% | $8,252-65.3% | $5,651-49.3% |