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 | $72,215 | $158,398-54.4% | $126,539-42.9% | $142,382-49.3% |
| Participation rate | 93.3% | 75.8%+17.5pp | 69.8%+23.5pp | 80.1%+13.2pp |
| Annual return | 20.85% | 593.76%-572.9pp | 425.95%-405.1pp | 217.08%-196.2pp |
| Employer contribution / active EE | $7,726 | $4,650+66.1% | $3,674+110.3% | $4,299+79.7% |
| Participant deferral / active EE | $12,709 | $4,767+166.6% | $4,083+211.3% | $6,507+95.3% |
| Admin fee / account holder | $4,084 | $6,918-41.0% | $6,065-32.7% | $12,624-67.6% |