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 7-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 | $49,813 | $98,750-49.6% | $149,696-66.7% | $79,858-37.6% |
| Participation rate | 81.6% | 75.8%+5.8pp | 82.5%-0.9pp | 69.6%+11.9pp |
| Annual return | 25.27% | 27.43%-2.2pp | 276.60%-251.3pp | 31.71%-6.4pp |
| Employer contribution / active EE | $3,498 | $3,216+8.8% | $4,644-24.7% | $2,471+41.6% |
| Participant deferral / active EE | $8,969 | $5,680+57.9% | $6,842+31.1% | $3,740+139.8% |
| Admin fee / account holder | $9,883 | $6,053+63.3% | $9,309+6.2% | $5,306+86.3% |