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 | $74,389 | $201,272-63.0% | $184,203-59.6% | $145,922-49.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 34.62% | 29.00%+5.6pp | 28.81%+5.8pp | 561.29%-526.7pp |
| Employer contribution / active EE | $11,178 | $7,022+59.2% | $6,427+73.9% | $4,660+139.9% |
| Participant deferral / active EE | $5,786 | $9,806-41.0% | $9,131-36.6% | $6,688-13.5% |
| Admin fee / account holder | $686 | $16,364-95.8% | $13,901-95.1% | $13,397-94.9% |