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 5-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 | $40,069 | $74,927-46.5% | $101,794-60.6% | $84,808-52.8% |
| Participation rate | 92.7% | 61.4%+31.3pp | 69.2%+23.5pp | 68.3%+24.4pp |
| Annual return | 59.49% | 18.70%+40.8pp | 30.53%+29.0pp | 40.90%+18.6pp |
| Employer contribution / active EE | $2,266 | $1,522+48.9% | $2,289-1.0% | $2,631-13.9% |
| Participant deferral / active EE | $4,601 | $3,099+48.5% | $4,084+12.7% | $4,212+9.3% |
| Admin fee / account holder | $3,303 | $6,514-49.3% | $8,777-62.4% | $7,344-55.0% |