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 | $42,300 | $86,929-51.3% | $102,423-58.7% | $80,856-47.7% |
| Participation rate | 80.9% | 72.4%+8.5pp | 76.5%+4.4pp | 67.6%+13.2pp |
| Annual return | 60.20% | 18.88%+41.3pp | 29.32%+30.9pp | 35.59%+24.6pp |
| Employer contribution / active EE | $2,502 | $2,369+5.6% | $3,023-17.2% | $2,755-9.2% |
| Participant deferral / active EE | $5,645 | $4,118+37.1% | $5,053+11.7% | $4,296+31.4% |
| Admin fee / account holder | $312 | $8,049-96.1% | $9,451-96.7% | $6,918-95.5% |