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 | $43,457 | $202,318-78.5% | $172,739-74.8% | $152,861-71.6% |
| Participation rate | 81.8% | 87.1%-5.2pp | 82.6%-0.8pp | 82.4%-0.6pp |
| Annual return | 23.21% | 1029.65%-1006.4pp | 802.84%-779.6pp | 345.32%-322.1pp |
| Employer contribution / active EE | $2,653 | $5,856-54.7% | $5,143-48.4% | $4,762-44.3% |
| Participant deferral / active EE | $7,092 | $5,948+19.2% | $5,198+36.4% | $5,850+21.2% |
| Admin fee / account holder | $6,741 | $17,109-60.6% | $13,954-51.7% | $11,596-41.9% |