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 8-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 | $52,616 | $48,795+7.8% | $65,493-19.7% | $84,808-38.0% |
| Participation rate | 96.0% | 67.0%+29.0pp | 73.1%+22.9pp | 68.3%+27.7pp |
| Annual return | 16.34% | 20.20%-3.9pp | 982.45%-966.1pp | 40.90%-24.6pp |
| Employer contribution / active EE | $1,319 | $1,930-31.7% | $2,574-48.8% | $2,631-49.9% |
| Participant deferral / active EE | $5,959 | $2,928+103.5% | $3,961+50.4% | $4,212+41.5% |
| Admin fee / account holder | $616 | $3,877-84.1% | $5,028-87.7% | $7,344-91.6% |