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 | $52,016 | $69,477-25.1% | $94,646-45.0% | $71,457-27.2% |
| Participation rate | 95.1% | 78.4%+16.7pp | 80.8%+14.3pp | 67.9%+27.2pp |
| Annual return | 34.06% | 29.66%+4.4pp | 156.71%-122.6pp | 28.85%+5.2pp |
| Employer contribution / active EE | $6,368 | $2,853+123.2% | $3,672+73.4% | $2,588+146.1% |
| Participant deferral / active EE | $14,144 | $7,345+92.6% | $7,418+90.7% | $4,289+229.8% |
| Admin fee / account holder | $6,913 | $1,210+471.5% | $7,231-4.4% | $1,587+335.5% |