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 | $51,863 | $86,286-39.9% | $111,297-53.4% | $85,850-39.6% |
| Participation rate | 96.3% | 73.3%+23.0pp | 77.3%+19.0pp | 69.3%+27.0pp |
| Annual return | 17.21% | 19.99%-2.8pp | 54.65%-37.4pp | 318.53%-301.3pp |
| Employer contribution / active EE | $3,307 | $2,043+61.8% | $2,731+21.1% | $2,565+28.9% |
| Participant deferral / active EE | $9,773 | $3,641+168.5% | $4,487+117.8% | $3,952+147.3% |
| Admin fee / account holder | $2,216 | $8,188-72.9% | $7,964-72.2% | $6,260-64.6% |