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 9-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 | $48,980 | $98,750-50.4% | $149,696-67.3% | $79,858-38.7% |
| Participation rate | 81.5% | 75.8%+5.8pp | 82.5%-0.9pp | 69.6%+11.9pp |
| Annual return | 19.56% | 27.43%-7.9pp | 276.60%-257.0pp | 31.71%-12.2pp |
| Employer contribution / active EE | $4,622 | $3,216+43.7% | $4,644-0.5% | $2,471+87.1% |
| Participant deferral / active EE | $7,274 | $5,680+28.1% | $6,842+6.3% | $3,740+94.5% |
| Admin fee / account holder | $1,226 | $6,053-79.7% | $9,309-86.8% | $5,306-76.9% |