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 6-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 | $37,197 | $109,881-66.1% | $150,045-75.2% | $84,808-56.1% |
| Participation rate | 95.1% | 76.1%+19.0pp | 82.3%+12.8pp | 68.3%+26.8pp |
| Annual return | 19.24% | 28.25%-9.0pp | 62.55%-43.3pp | 40.90%-21.7pp |
| Employer contribution / active EE | $5,832 | $3,561+63.8% | $4,693+24.3% | $2,631+121.7% |
| Participant deferral / active EE | $12,760 | $6,636+92.3% | $7,997+59.6% | $4,212+203.0% |
| Admin fee / account holder | $9,279 | $8,568+8.3% | $13,435-30.9% | $7,344+26.4% |