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 | $45,278 | $217,402-79.2% | $185,823-75.6% | $167,490-73.0% |
| Participation rate | 86.7% | 86.0%+0.6pp | 81.7%+5.0pp | 82.1%+4.6pp |
| Annual return | 43.48% | 148.36%-104.9pp | 122.05%-78.6pp | 478.56%-435.1pp |
| Employer contribution / active EE | $1,890 | $5,873-67.8% | $5,167-63.4% | $4,837-60.9% |
| Participant deferral / active EE | $7,264 | $6,356+14.3% | $5,568+30.5% | $6,341+14.6% |
| Admin fee / account holder | $1,842 | $19,811-90.7% | $16,237-88.7% | $12,309-85.0% |