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 | $45,925 | $81,208-43.4% | $98,907-53.6% | $79,858-42.5% |
| Participation rate | 95.5% | 72.5%+23.0pp | 76.0%+19.5pp | 69.6%+25.9pp |
| Annual return | 58.91% | 60.99%-2.1pp | 196.43%-137.5pp | 31.71%+27.2pp |
| Employer contribution / active EE | $2,124 | $1,960+8.4% | $2,689-21.0% | $2,471-14.0% |
| Participant deferral / active EE | $3,003 | $3,265-8.0% | $4,244-29.3% | $3,740-19.7% |
| Admin fee / account holder | $4,170 | $6,013-30.7% | $6,642-37.2% | $5,306-21.4% |