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 4-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 | $42,291 | $86,929-51.3% | $102,423-58.7% | $80,856-47.7% |
| Participation rate | 92.6% | 72.4%+20.2pp | 76.5%+16.1pp | 67.6%+25.0pp |
| Annual return | 37.10% | 18.88%+18.2pp | 29.32%+7.8pp | 35.59%+1.5pp |
| Employer contribution / active EE | $5,024 | $2,369+112.0% | $3,023+66.2% | $2,755+82.4% |
| Participant deferral / active EE | $12,329 | $4,118+199.4% | $5,053+144.0% | $4,296+187.0% |
| Admin fee / account holder | $1,223 | $8,049-84.8% | $9,451-87.1% | $6,918-82.3% |