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 | $37,330 | $109,881-66.0% | $150,045-75.1% | $84,808-56.0% |
| Participation rate | 91.8% | 76.1%+15.7pp | 82.3%+9.5pp | 68.3%+23.5pp |
| Annual return | 24.33% | 28.25%-3.9pp | 62.55%-38.2pp | 40.90%-16.6pp |
| Employer contribution / active EE | $4,750 | $3,561+33.4% | $4,693+1.2% | $2,631+80.5% |
| Participant deferral / active EE | $7,015 | $6,636+5.7% | $7,997-12.3% | $4,212+66.6% |
| Admin fee / account holder | $2,615 | $8,568-69.5% | $13,435-80.5% | $7,344-64.4% |