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 | $43,693 | $72,492-39.7% | $87,100-49.8% | $72,985-40.1% |
| Participation rate | 98.3% | 72.8%+25.5pp | 76.9%+21.5pp | 69.5%+28.8pp |
| Annual return | 92.21% | 24.46%+67.8pp | 28.19%+64.0pp | 81.00%+11.2pp |
| Employer contribution / active EE | $2,631 | $1,894+38.9% | $2,521+4.4% | $2,440+7.8% |
| Participant deferral / active EE | $4,188 | $3,270+28.1% | $4,049+3.4% | $3,607+16.1% |
| Admin fee / account holder | $8,646 | $5,055+71.1% | $7,497+15.3% | $5,124+68.7% |