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 7-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 | $46,511 | $185,200-74.9% | $142,863-67.4% | $167,490-72.2% |
| Participation rate | 84.6% | 78.4%+6.2pp | 71.9%+12.7pp | 82.1%+2.5pp |
| Annual return | 9.47% | 8555.70%-8546.2pp | 5637.54%-5628.1pp | 478.56%-469.1pp |
| Employer contribution / active EE | $7,692 | $5,604+37.3% | $4,144+85.6% | $4,837+59.0% |
| Participant deferral / active EE | $406 | $4,494-91.0% | $3,837-89.4% | $6,341-93.6% |
| Admin fee / account holder | $454 | $8,031-94.4% | $6,560-93.1% | $12,309-96.3% |