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 | $50,915 | $98,750-48.4% | $149,696-66.0% | $79,858-36.2% |
| Participation rate | 80.0% | 75.8%+4.2pp | 82.5%-2.5pp | 69.6%+10.4pp |
| Annual return | 33.88% | 27.43%+6.5pp | 276.60%-242.7pp | 31.71%+2.2pp |
| Employer contribution / active EE | $5,939 | $3,216+84.7% | $4,644+27.9% | $2,471+140.4% |
| Participant deferral / active EE | $8,828 | $5,680+55.4% | $6,842+29.0% | $3,740+136.0% |
| Admin fee / account holder | $1,689 | $6,053-72.1% | $9,309-81.9% | $5,306-68.2% |