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 | $57,261 | $109,881-47.9% | $150,045-61.8% | $84,808-32.5% |
| Participation rate | 94.7% | 76.1%+18.7pp | 82.3%+12.4pp | 68.3%+26.4pp |
| Annual return | 22.24% | 28.25%-6.0pp | 62.55%-40.3pp | 40.90%-18.7pp |
| Employer contribution / active EE | $4,995 | $3,561+40.3% | $4,693+6.4% | $2,631+89.9% |
| Participant deferral / active EE | $11,550 | $6,636+74.1% | $7,997+44.4% | $4,212+174.3% |
| Admin fee / account holder | $6,095 | $8,568-28.9% | $13,435-54.6% | $7,344-17.0% |