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 | $34,744 | $91,407-62.0% | $135,903-74.4% | $71,457-51.4% |
| Participation rate | 94.2% | 75.7%+18.6pp | 81.9%+12.3pp | 67.9%+26.3pp |
| Annual return | 52.99% | 29.90%+23.1pp | 68.23%-15.2pp | 28.85%+24.1pp |
| Employer contribution / active EE | $3,815 | $3,703+3.0% | $4,856-21.4% | $2,588+47.4% |
| Participant deferral / active EE | $7,525 | $7,092+6.1% | $7,758-3.0% | $4,289+75.5% |
| Admin fee / account holder | $700 | $1,266-44.7% | $10,762-93.5% | $1,587-55.9% |