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 | $24,084 | $63,355-62.0% | $91,989-73.8% | $72,985-67.0% |
| Participation rate | 96.9% | 72.5%+24.4pp | 78.6%+18.2pp | 69.5%+27.4pp |
| Annual return | 37.82% | 35.35%+2.5pp | 69.02%-31.2pp | 81.00%-43.2pp |
| Employer contribution / active EE | $6,318 | $2,116+198.6% | $3,452+83.0% | $2,440+158.9% |
| Participant deferral / active EE | $9,751 | $4,883+99.7% | $5,923+64.6% | $3,607+170.3% |
| Admin fee / account holder | $781 | $4,668-83.3% | $7,743-89.9% | $5,124-84.8% |