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 | $43,234 | $111,754-61.3% | $103,333-58.2% | $145,922-70.4% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 27.56% | 24.77%+2.8pp | 24.88%+2.7pp | 561.29%-533.7pp |
| Employer contribution / active EE | $5,203 | $4,212+23.5% | $3,868+34.5% | $4,660+11.7% |
| Participant deferral / active EE | $10,286 | $5,619+83.1% | $5,057+103.4% | $6,688+53.8% |
| Admin fee / account holder | $1,212 | $9,750-87.6% | $8,355-85.5% | $13,397-91.0% |