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 | $58,912 | $116,175-49.3% | $93,606-37.1% | $152,861-61.5% |
| Participation rate | 91.7% | 78.0%+13.6pp | 75.8%+15.8pp | 82.4%+9.2pp |
| Annual return | 30.04% | 35.96%-5.9pp | 32.76%-2.7pp | 345.32%-315.3pp |
| Employer contribution / active EE | $3,749 | $3,218+16.5% | $2,718+37.9% | $4,762-21.3% |
| Participant deferral / active EE | $10,196 | $4,603+121.5% | $4,069+150.6% | $5,850+74.3% |
| Admin fee / account holder | $1,693 | $10,748-84.2% | $7,888-78.5% | $11,596-85.4% |