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 6-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 | $44,350 | $109,881-59.6% | $150,045-70.4% | $84,808-47.7% |
| Participation rate | 92.2% | 76.1%+16.1pp | 82.3%+9.8pp | 68.3%+23.8pp |
| Annual return | 55.90% | 28.25%+27.7pp | 62.55%-6.6pp | 40.90%+15.0pp |
| Employer contribution / active EE | $3,287 | $3,561-7.7% | $4,693-30.0% | $2,631+24.9% |
| Participant deferral / active EE | $7,271 | $6,636+9.6% | $7,997-9.1% | $4,212+72.6% |
| Admin fee / account holder | $2,645 | $8,568-69.1% | $13,435-80.3% | $7,344-64.0% |