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 7-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 | $44,832 | $138,347-67.6% | $184,203-75.7% | $80,856-44.6% |
| Participation rate | 96.2% | 83.9%+12.3pp | 86.8%+9.3pp | 67.6%+28.5pp |
| Annual return | 41.91% | 20.02%+21.9pp | 28.81%+13.1pp | 35.59%+6.3pp |
| Employer contribution / active EE | $4,658 | $4,850-4.0% | $6,427-27.5% | $2,755+69.1% |
| Participant deferral / active EE | $10,027 | $7,071+41.8% | $9,131+9.8% | $4,296+133.4% |
| Admin fee / account holder | $496 | $10,483-95.3% | $13,901-96.4% | $6,918-92.8% |