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 10-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 | $37,356 | $53,777-30.5% | $134,143-72.2% | $79,858-53.2% |
| Participation rate | 91.8% | 58.8%+33.1pp | 72.2%+19.7pp | 69.6%+22.2pp |
| Annual return | 33.62% | 19.01%+14.6pp | 36.33%-2.7pp | 31.71%+1.9pp |
| Employer contribution / active EE | $6,176 | $1,321+367.5% | $3,704+66.8% | $2,471+150.0% |
| Participant deferral / active EE | $7,030 | $2,420+190.5% | $3,499+100.9% | $3,740+88.0% |
| Admin fee / account holder | $993 | $3,984-75.1% | $6,684-85.1% | $5,306-81.3% |