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 | $46,337 | $74,888-38.1% | $71,209-34.9% | $142,382-67.5% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 14.37% | 345.14%-330.8pp | 282.51%-268.1pp | 217.08%-202.7pp |
| Employer contribution / active EE | $7,756 | $2,854+171.7% | $2,721+185.1% | $4,299+80.4% |
| Participant deferral / active EE | $4,420 | $4,454-0.8% | $4,175+5.9% | $6,507-32.1% |
| Admin fee / account holder | $6,414 | $5,568+15.2% | $5,349+19.9% | $12,624-49.2% |