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 | $42,800 | $107,934-60.3% | $91,989-53.5% | $152,861-72.0% |
| Participation rate | 90.5% | 81.2%+9.3pp | 78.6%+11.8pp | 82.4%+8.0pp |
| Annual return | 28.01% | 89.24%-61.2pp | 69.02%-41.0pp | 345.32%-317.3pp |
| Employer contribution / active EE | $5,470 | $4,210+29.9% | $3,452+58.5% | $4,762+14.9% |
| Participant deferral / active EE | $10,488 | $6,364+64.8% | $5,923+77.1% | $5,850+79.3% |
| Admin fee / account holder | $8,144 | $10,520-22.6% | $7,743+5.2% | $11,596-29.8% |