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 3-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 | $43,172 | $109,881-60.7% | $150,045-71.2% | $84,808-49.1% |
| Participation rate | 95.7% | 76.1%+19.6pp | 82.3%+13.3pp | 68.3%+27.3pp |
| Annual return | 95.46% | 28.25%+67.2pp | 62.55%+32.9pp | 40.90%+54.6pp |
| Employer contribution / active EE | $4,552 | $3,561+27.8% | $4,693-3.0% | $2,631+73.0% |
| Participant deferral / active EE | $9,058 | $6,636+36.5% | $7,997+13.3% | $4,212+115.1% |
| Admin fee / account holder | $7,697 | $8,568-10.2% | $13,435-42.7% | $7,344+4.8% |