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 | $43,057 | $94,625-54.5% | $116,228-63.0% | $84,808-49.2% |
| Participation rate | 93.8% | 70.4%+23.3pp | 74.6%+19.2pp | 68.3%+25.4pp |
| Annual return | 14.90% | 20.40%-5.5pp | 90.06%-75.2pp | 40.90%-26.0pp |
| Employer contribution / active EE | $6,295 | $2,347+168.3% | $2,994+110.2% | $2,631+139.3% |
| Participant deferral / active EE | $9,444 | $3,972+137.8% | $4,953+90.7% | $4,212+124.2% |
| Admin fee / account holder | $1,924 | $10,091-80.9% | $11,989-84.0% | $7,344-73.8% |