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 | $43,785 | $60,022-27.1% | $88,946-50.8% | $84,808-48.4% |
| Participation rate | 96.8% | 57.8%+38.9pp | 68.8%+27.9pp | 68.3%+28.5pp |
| Annual return | 41.00% | 22.43%+18.6pp | 57.82%-16.8pp | 40.90%+0.1pp |
| Employer contribution / active EE | $6,636 | $1,703+289.8% | $2,555+159.7% | $2,631+152.2% |
| Participant deferral / active EE | $11,656 | $3,114+274.3% | $4,581+154.4% | $4,212+176.8% |
| Admin fee / account holder | $5,875 | $4,811+22.1% | $8,261-28.9% | $7,344-20.0% |