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 | $54,713 | $98,750-44.6% | $149,696-63.5% | $79,858-31.5% |
| Participation rate | 96.9% | 75.8%+21.1pp | 82.5%+14.4pp | 69.6%+27.2pp |
| Annual return | 17.34% | 27.43%-10.1pp | 276.60%-259.3pp | 31.71%-14.4pp |
| Employer contribution / active EE | $4,369 | $3,216+35.8% | $4,644-5.9% | $2,471+76.8% |
| Participant deferral / active EE | $9,615 | $5,680+69.3% | $6,842+40.5% | $3,740+157.1% |
| Admin fee / account holder | $17,457 | $6,053+188.4% | $9,309+87.5% | $5,306+229.0% |