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 | $43,233 | $109,881-60.7% | $150,045-71.2% | $84,808-49.0% |
| Participation rate | 84.8% | 76.1%+8.8pp | 82.3%+2.5pp | 68.3%+16.5pp |
| Annual return | 54.69% | 28.25%+26.4pp | 62.55%-7.9pp | 40.90%+13.8pp |
| Employer contribution / active EE | $4,625 | $3,561+29.9% | $4,693-1.5% | $2,631+75.8% |
| Participant deferral / active EE | $6,098 | $6,636-8.1% | $7,997-23.7% | $4,212+44.8% |
| Admin fee / account holder | $17,987 | $8,568+109.9% | $13,435+33.9% | $7,344+144.9% |