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 4-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 | $40,811 | $109,881-62.9% | $150,045-72.8% | $84,808-51.9% |
| Participation rate | 96.6% | 76.1%+20.5pp | 82.3%+14.3pp | 68.3%+28.3pp |
| Annual return | 33.05% | 28.25%+4.8pp | 62.55%-29.5pp | 40.90%-7.8pp |
| Employer contribution / active EE | $6,052 | $3,561+69.9% | $4,693+28.9% | $2,631+130.0% |
| Participant deferral / active EE | $12,534 | $6,636+88.9% | $7,997+56.7% | $4,212+197.6% |
| Admin fee / account holder | $13,969 | $8,568+63.0% | $13,435+4.0% | $7,344+90.2% |