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 | $38,787 | $46,553-16.7% | $64,056-39.4% | $75,163-48.4% |
| Participation rate | 90.2% | 65.9%+24.3pp | 72.3%+17.9pp | 67.2%+23.1pp |
| Annual return | 23.09% | 26.03%-2.9pp | 33.69%-10.6pp | 160.62%-137.5pp |
| Employer contribution / active EE | $6,001 | $1,974+204.0% | $2,747+118.5% | $2,670+124.8% |
| Participant deferral / active EE | $11,691 | $2,837+312.1% | $3,880+201.3% | $4,125+183.4% |
| Admin fee / account holder | $8,261 | $2,952+179.8% | $3,068+169.2% | $5,651+46.2% |