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 | $73,893 | $80,717-8.5% | $154,803-52.3% | $84,808-12.9% |
| Participation rate | 97.2% | 66.8%+30.4pp | 78.1%+19.2pp | 68.3%+28.9pp |
| Annual return | 13.35% | 37.96%-24.6pp | 58.88%-45.5pp | 40.90%-27.5pp |
| Employer contribution / active EE | $4,864 | $2,761+76.1% | $4,305+13.0% | $2,631+84.9% |
| Participant deferral / active EE | $8,302 | $3,303+151.3% | $5,540+49.8% | $4,212+97.1% |
| Admin fee / account holder | $9,400 | $6,746+39.4% | $14,329-34.4% | $7,344+28.0% |