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 | $44,998 | $69,454-35.2% | $180,183-75.0% | $74,304-39.4% |
| Participation rate | 96.2% | 61.8%+34.4pp | 77.4%+18.7pp | 60.3%+35.8pp |
| Annual return | 58.90% | 25.86%+33.0pp | 27.86%+31.0pp | 29.43%+29.5pp |
| Employer contribution / active EE | $4,599 | $3,155+45.8% | $5,039-8.7% | $2,241+105.2% |
| Participant deferral / active EE | $8,213 | $4,662+76.2% | $6,822+20.4% | $3,767+118.0% |
| Admin fee / account holder | $2,616 | $3,036-13.8% | $19,975-86.9% | $2,969-11.9% |