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 | $58,064 | $99,985-41.9% | $146,665-60.4% | $85,850-32.4% |
| Participation rate | 91.2% | 73.1%+18.1pp | 80.1%+11.1pp | 69.3%+21.9pp |
| Annual return | 32.41% | 18.93%+13.5pp | 22.74%+9.7pp | 318.53%-286.1pp |
| Employer contribution / active EE | $4,460 | $2,559+74.3% | $4,136+7.8% | $2,565+73.9% |
| Participant deferral / active EE | $10,224 | $4,006+155.2% | $5,506+85.7% | $3,952+158.7% |
| Admin fee / account holder | $3,852 | $7,702-50.0% | $10,280-62.5% | $6,260-38.5% |