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 | $46,914 | $109,881-57.3% | $150,045-68.7% | $84,808-44.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 16.14% | 28.25%-12.1pp | 62.55%-46.4pp | 40.90%-24.8pp |
| Employer contribution / active EE | $4,999 | $3,561+40.4% | $4,693+6.5% | $2,631+90.0% |
| Participant deferral / active EE | $9,680 | $6,636+45.9% | $7,997+21.0% | $4,212+129.8% |
| Admin fee / account holder | $14,073 | $8,568+64.3% | $13,435+4.8% | $7,344+91.6% |