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 9-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 | $43,682 | $185,822-76.5% | $169,993-74.3% | $139,434-68.7% |
| Participation rate | 90.0% | 87.8%+2.2pp | 87.0%+3.0pp | 80.3%+9.7pp |
| Annual return | 54.04% | 60.50%-6.5pp | 53.37%+0.7pp | 372.94%-318.9pp |
| Employer contribution / active EE | $2,737 | $7,590-63.9% | $6,785-59.7% | $4,751-42.4% |
| Participant deferral / active EE | $5,180 | $11,622-55.4% | $10,408-50.2% | $6,710-22.8% |
| Admin fee / account holder | $6,456 | $15,381-58.0% | $12,815-49.6% | $11,403-43.4% |