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 | $53,444 | $89,753-40.5% | $107,525-50.3% | $84,808-37.0% |
| Participation rate | 96.3% | 68.1%+28.2pp | 75.1%+21.2pp | 68.3%+28.0pp |
| Annual return | 56.65% | 29.48%+27.2pp | 181.32%-124.7pp | 40.90%+15.8pp |
| Employer contribution / active EE | $5,581 | $3,113+79.3% | $3,754+48.7% | $2,631+112.1% |
| Participant deferral / active EE | $4,182 | $4,056+3.1% | $5,116-18.2% | $4,212-0.7% |
| Admin fee / account holder | $16,190 | $7,222+124.2% | $8,919+81.5% | $7,344+120.5% |