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 10-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 | $71,065 | $109,881-35.3% | $150,045-52.6% | $84,808-16.2% |
| Participation rate | 96.5% | 76.1%+20.4pp | 82.3%+14.2pp | 68.3%+28.2pp |
| Annual return | 44.74% | 28.25%+16.5pp | 62.55%-17.8pp | 40.90%+3.8pp |
| Employer contribution / active EE | $12,752 | $3,561+258.1% | $4,693+171.7% | $2,631+384.7% |
| Participant deferral / active EE | $0 | $6,636-100.0% | $7,997-100.0% | $4,212-100.0% |
| Admin fee / account holder | $6,851 | $8,568-20.0% | $13,435-49.0% | $7,344-6.7% |