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 | $22,695 | $93,571-75.7% | $135,903-83.3% | $75,163-69.8% |
| Participation rate | 96.1% | 75.2%+20.9pp | 81.9%+14.2pp | 67.2%+28.9pp |
| Annual return | 38.09% | 30.90%+7.2pp | 68.23%-30.1pp | 160.62%-122.5pp |
| Employer contribution / active EE | $5,049 | $3,537+42.8% | $4,856+4.0% | $2,670+89.1% |
| Participant deferral / active EE | $7,500 | $6,404+17.1% | $7,758-3.3% | $4,125+81.8% |
| Admin fee / account holder | $2,926 | $6,975-58.1% | $10,762-72.8% | $5,651-48.2% |