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 | $45,594 | $53,053-14.1% | $126,539-64.0% | $74,304-38.6% |
| Participation rate | 77.6% | 48.0%+29.6pp | 69.8%+7.8pp | 60.3%+17.3pp |
| Annual return | 18.01% | 29.46%-11.4pp | 425.95%-407.9pp | 29.43%-11.4pp |
| Employer contribution / active EE | $2,443 | $1,168+109.2% | $3,674-33.5% | $2,241+9.0% |
| Participant deferral / active EE | $4,492 | $2,303+95.1% | $4,083+10.0% | $3,767+19.2% |
| Admin fee / account holder | $5,088 | $3,698+37.6% | $6,065-16.1% | $2,969+71.4% |