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 | $47,462 | $93,571-49.3% | $135,903-65.1% | $75,163-36.9% |
| Participation rate | 81.0% | 75.2%+5.9pp | 81.9%-0.9pp | 67.2%+13.8pp |
| Annual return | 35.59% | 30.90%+4.7pp | 68.23%-32.6pp | 160.62%-125.0pp |
| Employer contribution / active EE | $5,260 | $3,537+48.7% | $4,856+8.3% | $2,670+97.0% |
| Participant deferral / active EE | $10,518 | $6,404+64.2% | $7,758+35.6% | $4,125+155.0% |
| Admin fee / account holder | $7,108 | $6,975+1.9% | $10,762-34.0% | $5,651+25.8% |