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 | $46,657 | $93,571-50.1% | $135,903-65.7% | $75,163-37.9% |
| Participation rate | 96.2% | 75.2%+21.0pp | 81.9%+14.2pp | 67.2%+29.0pp |
| Annual return | 110.23% | 30.90%+79.3pp | 68.23%+42.0pp | 160.62%-50.4pp |
| Employer contribution / active EE | $8,931 | $3,537+152.5% | $4,856+83.9% | $2,670+234.5% |
| Participant deferral / active EE | $14,939 | $6,404+133.3% | $7,758+92.6% | $4,125+262.2% |
| Admin fee / account holder | $7,015 | $6,975+0.6% | $10,762-34.8% | $5,651+24.1% |