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 | $45,322 | $86,929-47.9% | $102,423-55.8% | $80,856-43.9% |
| Participation rate | 95.7% | 72.4%+23.3pp | 76.5%+19.2pp | 67.6%+28.0pp |
| Annual return | 20.01% | 18.88%+1.1pp | 29.32%-9.3pp | 35.59%-15.6pp |
| Employer contribution / active EE | $8,524 | $2,369+259.8% | $3,023+182.0% | $2,755+209.4% |
| Participant deferral / active EE | $3,958 | $4,118-3.9% | $5,053-21.7% | $4,296-7.9% |
| Admin fee / account holder | $4,577 | $8,049-43.1% | $9,451-51.6% | $6,918-33.8% |