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 7-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 | $55,852 | $138,347-59.6% | $184,203-69.7% | $80,856-30.9% |
| Participation rate | 90.6% | 83.9%+6.8pp | 86.8%+3.8pp | 67.6%+23.0pp |
| Annual return | 69.93% | 20.02%+49.9pp | 28.81%+41.1pp | 35.59%+34.3pp |
| Employer contribution / active EE | $4,347 | $4,850-10.4% | $6,427-32.4% | $2,755+57.8% |
| Participant deferral / active EE | $8,650 | $7,071+22.3% | $9,131-5.3% | $4,296+101.4% |
| Admin fee / account holder | $3,897 | $10,483-62.8% | $13,901-72.0% | $6,918-43.7% |