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 10-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 | $42,428 | $81,460-47.9% | $103,333-58.9% | $80,856-47.5% |
| Participation rate | 98.7% | 66.8%+31.9pp | 74.5%+24.2pp | 67.6%+31.1pp |
| Annual return | 47.70% | 25.55%+22.2pp | 24.88%+22.8pp | 35.59%+12.1pp |
| Employer contribution / active EE | $13,130 | $3,105+322.8% | $3,868+239.5% | $2,755+376.6% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $1,711 | $6,566-73.9% | $8,355-79.5% | $6,918-75.3% |