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 | $27,749 | $95,561-71.0% | $77,163-64.0% | $139,434-80.1% |
| Participation rate | 85.7% | 73.9%+11.8pp | 69.6%+16.1pp | 80.3%+5.4pp |
| Annual return | 74.51% | 54.92%+19.6pp | 37.87%+36.6pp | 372.94%-298.4pp |
| Employer contribution / active EE | $3,689 | $3,147+17.2% | $2,535+45.5% | $4,751-22.3% |
| Participant deferral / active EE | $6,251 | $4,624+35.2% | $3,833+63.1% | $6,710-6.8% |
| Admin fee / account holder | $1,343 | $8,295-83.8% | $5,472-75.5% | $11,403-88.2% |