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 | $40,092 | $77,899-48.5% | $149,673-73.2% | $75,163-46.7% |
| Participation rate | 88.5% | 65.6%+22.9pp | 78.8%+9.7pp | 67.2%+21.3pp |
| Annual return | 18.26% | 31.72%-13.5pp | 134.42%-116.2pp | 160.62%-142.4pp |
| Employer contribution / active EE | $3,856 | $3,137+22.9% | $4,818-20.0% | $2,670+44.4% |
| Participant deferral / active EE | $8,629 | $3,411+153.0% | $5,680+51.9% | $4,125+109.2% |
| Admin fee / account holder | $8,575 | $5,956+44.0% | $13,210-35.1% | $5,651+51.8% |