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 | $44,612 | $148,534-70.0% | $135,903-67.2% | $139,434-68.0% |
| Participation rate | 92.3% | 83.9%+8.5pp | 81.9%+10.4pp | 80.3%+12.0pp |
| Annual return | 48.21% | 79.19%-31.0pp | 68.23%-20.0pp | 372.94%-324.7pp |
| Employer contribution / active EE | $5,486 | $5,243+4.6% | $4,856+13.0% | $4,751+15.5% |
| Participant deferral / active EE | $9,374 | $8,100+15.7% | $7,758+20.8% | $6,710+39.7% |
| Admin fee / account holder | $1,312 | $12,400-89.4% | $10,762-87.8% | $11,403-88.5% |