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 | $48,203 | $64,839-25.7% | $95,585-49.6% | $84,808-43.2% |
| Participation rate | 92.2% | 63.8%+28.4pp | 72.1%+20.1pp | 68.3%+23.9pp |
| Annual return | 22.90% | -670.96%+693.9pp | 38.56%-15.7pp | 40.90%-18.0pp |
| Employer contribution / active EE | $4,366 | $1,759+148.2% | $2,527+72.8% | $2,631+65.9% |
| Participant deferral / active EE | $8,234 | $2,965+177.7% | $4,023+104.7% | $4,212+95.5% |
| Admin fee / account holder | $6,470 | $5,964+8.5% | $6,127+5.6% | $7,344-11.9% |