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 5-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 | $45,619 | $93,571-51.2% | $135,903-66.4% | $75,163-39.3% |
| Participation rate | 71.4% | 75.2%-3.8pp | 81.9%-10.5pp | 67.2%+4.2pp |
| Annual return | 76.47% | 30.90%+45.6pp | 68.23%+8.2pp | 160.62%-84.2pp |
| Employer contribution / active EE | $1,809 | $3,537-48.9% | $4,856-62.8% | $2,670-32.3% |
| Participant deferral / active EE | $4,745 | $6,404-25.9% | $7,758-38.8% | $4,125+15.0% |
| Admin fee / account holder | $3,171 | $6,975-54.5% | $10,762-70.5% | $5,651-43.9% |