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 8-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 | $47,443 | $65,395-27.5% | $182,532-74.0% | $72,985-35.0% |
| Participation rate | 98.3% | 65.4%+32.9pp | 78.0%+20.4pp | 69.5%+28.8pp |
| Annual return | 27.93% | 27.68%+0.2pp | 148.54%-120.6pp | 81.00%-53.1pp |
| Employer contribution / active EE | $5,551 | $1,911+190.4% | $4,076+36.2% | $2,440+127.5% |
| Participant deferral / active EE | $6,005 | $3,563+68.5% | $5,524+8.7% | $3,607+66.5% |
| Admin fee / account holder | $5,749 | $4,245+35.4% | $8,592-33.1% | $5,124+12.2% |