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 5-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 | $48,678 | $109,881-55.7% | $150,045-67.6% | $84,808-42.6% |
| Participation rate | 97.1% | 76.1%+21.1pp | 82.3%+14.8pp | 68.3%+28.8pp |
| Annual return | 33.87% | 28.25%+5.6pp | 62.55%-28.7pp | 40.90%-7.0pp |
| Employer contribution / active EE | $6,310 | $3,561+77.2% | $4,693+34.5% | $2,631+139.8% |
| Participant deferral / active EE | $16,061 | $6,636+142.0% | $7,997+100.8% | $4,212+281.3% |
| Admin fee / account holder | $3,569 | $8,568-58.3% | $13,435-73.4% | $7,344-51.4% |