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 | $47,498 | $109,881-56.8% | $150,045-68.3% | $84,808-44.0% |
| Participation rate | 92.5% | 76.1%+16.4pp | 82.3%+10.2pp | 68.3%+24.2pp |
| Annual return | 35.49% | 28.25%+7.2pp | 62.55%-27.1pp | 40.90%-5.4pp |
| Employer contribution / active EE | $4,364 | $3,561+22.6% | $4,693-7.0% | $2,631+65.9% |
| Participant deferral / active EE | $9,402 | $6,636+41.7% | $7,997+17.6% | $4,212+123.2% |
| Admin fee / account holder | $11,035 | $8,568+28.8% | $13,435-17.9% | $7,344+50.3% |