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 | $39,578 | $52,279-24.3% | $89,391-55.7% | $79,858-50.4% |
| Participation rate | 96.9% | 57.5%+39.3pp | 68.0%+28.9pp | 69.6%+27.2pp |
| Annual return | 16.27% | 22.16%-5.9pp | 245.62%-229.3pp | 31.71%-15.4pp |
| Employer contribution / active EE | $5,157 | $1,572+228.1% | $2,586+99.4% | $2,471+108.7% |
| Participant deferral / active EE | $8,749 | $2,740+219.3% | $3,890+124.9% | $3,740+133.9% |
| Admin fee / account holder | $8,559 | $3,356+155.0% | $4,881+75.3% | $5,306+61.3% |