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 10-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 | $40,649 | $138,065-70.6% | $123,544-67.1% | $135,375-70.0% |
| Participation rate | 92.3% | 84.7%+7.6pp | 82.3%+10.0pp | 82.6%+9.7pp |
| Annual return | 6.41% | 153.68%-147.3pp | 119.20%-112.8pp | 519.73%-513.3pp |
| Employer contribution / active EE | $6,895 | $5,151+33.9% | $4,628+49.0% | $4,779+44.3% |
| Participant deferral / active EE | $8,933 | $6,799+31.4% | $6,426+39.0% | $5,609+59.3% |
| Admin fee / account holder | $4,693 | $10,916-57.0% | $9,284-49.4% | $10,827-56.7% |