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 | $49,581 | $80,717-38.6% | $154,803-68.0% | $84,808-41.5% |
| Participation rate | 96.1% | 66.8%+29.3pp | 78.1%+18.0pp | 68.3%+27.8pp |
| Annual return | 47.33% | 37.96%+9.4pp | 58.88%-11.6pp | 40.90%+6.4pp |
| Employer contribution / active EE | $11,359 | $2,761+311.4% | $4,305+163.8% | $2,631+331.7% |
| Participant deferral / active EE | $10,714 | $3,303+224.4% | $5,540+93.4% | $4,212+154.4% |
| Admin fee / account holder | $478 | $6,746-92.9% | $14,329-96.7% | $7,344-93.5% |