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 7-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 | $55,704 | $109,881-49.3% | $150,045-62.9% | $84,808-34.3% |
| Participation rate | 96.4% | 76.1%+20.3pp | 82.3%+14.1pp | 68.3%+28.1pp |
| Annual return | 27.42% | 28.25%-0.8pp | 62.55%-35.1pp | 40.90%-13.5pp |
| Employer contribution / active EE | $9,579 | $3,561+169.0% | $4,693+104.1% | $2,631+264.1% |
| Participant deferral / active EE | $9,595 | $6,636+44.6% | $7,997+20.0% | $4,212+127.8% |
| Admin fee / account holder | $2,840 | $8,568-66.9% | $13,435-78.9% | $7,344-61.3% |