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 6-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 | $45,977 | $99,918-54.0% | $81,382-43.5% | $145,922-68.5% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.5%+19.4pp | 80.3%+8.6pp |
| Annual return | 13.83% | 34.32%-20.5pp | 24.73%-10.9pp | 561.29%-547.5pp |
| Employer contribution / active EE | $4,851 | $2,978+62.9% | $2,463+97.0% | $4,660+4.1% |
| Participant deferral / active EE | $9,659 | $4,605+109.8% | $3,883+148.8% | $6,688+44.4% |
| Admin fee / account holder | $20,421 | $8,212+148.7% | $5,768+254.0% | $13,397+52.4% |