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 | $33,624 | $109,881-69.4% | $150,045-77.6% | $84,808-60.4% |
| Participation rate | 96.4% | 76.1%+20.3pp | 82.3%+14.1pp | 68.3%+28.1pp |
| Annual return | 56.90% | 28.25%+28.7pp | 62.55%-5.7pp | 40.90%+16.0pp |
| Employer contribution / active EE | $5,620 | $3,561+57.8% | $4,693+19.8% | $2,631+113.6% |
| Participant deferral / active EE | $14,017 | $6,636+111.2% | $7,997+75.3% | $4,212+232.8% |
| Admin fee / account holder | $4,364 | $8,568-49.1% | $13,435-67.5% | $7,344-40.6% |