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 | $53,538 | $85,202-37.2% | $172,739-69.0% | $72,985-26.6% |
| Participation rate | 96.4% | 70.1%+26.4pp | 82.6%+13.8pp | 69.5%+26.9pp |
| Annual return | 21.95% | 27.32%-5.4pp | 802.84%-780.9pp | 81.00%-59.0pp |
| Employer contribution / active EE | $6,005 | $3,324+80.6% | $5,143+16.8% | $2,440+146.1% |
| Participant deferral / active EE | $5,105 | $3,260+56.6% | $5,198-1.8% | $3,607+41.5% |
| Admin fee / account holder | $6,460 | $5,884+9.8% | $13,954-53.7% | $5,124+26.1% |