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 6-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 | $33,905 | $77,899-56.5% | $149,673-77.3% | $75,163-54.9% |
| Participation rate | 86.8% | 65.6%+21.3pp | 78.8%+8.1pp | 67.2%+19.7pp |
| Annual return | 37.66% | 31.72%+5.9pp | 134.42%-96.8pp | 160.62%-123.0pp |
| Employer contribution / active EE | $4,829 | $3,137+53.9% | $4,818+0.2% | $2,670+80.9% |
| Participant deferral / active EE | $3,731 | $3,411+9.4% | $5,680-34.3% | $4,125-9.6% |
| Admin fee / account holder | $514 | $5,956-91.4% | $13,210-96.1% | $5,651-90.9% |