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 | $44,360 | $109,881-59.6% | $150,045-70.4% | $84,808-47.7% |
| Participation rate | 95.0% | 76.1%+18.9pp | 82.3%+12.7pp | 68.3%+26.7pp |
| Annual return | 28.05% | 28.25%-0.2pp | 62.55%-34.5pp | 40.90%-12.9pp |
| Employer contribution / active EE | $4,088 | $3,561+14.8% | $4,693-12.9% | $2,631+55.4% |
| Participant deferral / active EE | $7,336 | $6,636+10.6% | $7,997-8.3% | $4,212+74.2% |
| Admin fee / account holder | $12,093 | $8,568+41.1% | $13,435-10.0% | $7,344+64.7% |