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 4-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 | $39,470 | $109,881-64.1% | $150,045-73.7% | $84,808-53.5% |
| Participation rate | 86.8% | 76.1%+10.7pp | 82.3%+4.5pp | 68.3%+18.5pp |
| Annual return | 54.34% | 28.25%+26.1pp | 62.55%-8.2pp | 40.90%+13.4pp |
| Employer contribution / active EE | $4,835 | $3,561+35.8% | $4,693+3.0% | $2,631+83.8% |
| Participant deferral / active EE | $9,202 | $6,636+38.7% | $7,997+15.1% | $4,212+118.5% |
| Admin fee / account holder | $5,419 | $8,568-36.8% | $13,435-59.7% | $7,344-26.2% |