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 | $30,046 | $114,381-73.7% | $107,525-72.1% | $142,382-78.9% |
| Participation rate | 93.8% | 78.1%+15.6pp | 75.1%+18.7pp | 80.1%+13.6pp |
| Annual return | 19.95% | 242.71%-222.8pp | 181.32%-161.4pp | 217.08%-197.1pp |
| Employer contribution / active EE | $10,678 | $4,015+166.0% | $3,754+184.5% | $4,299+148.4% |
| Participant deferral / active EE | $1,644 | $5,564-70.5% | $5,116-67.9% | $6,507-74.7% |
| Admin fee / account holder | $3,693 | $9,860-62.5% | $8,919-58.6% | $12,624-70.7% |