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 | $51,619 | $56,053-7.9% | $75,972-32.1% | $80,856-36.2% |
| Participation rate | 88.9% | 62.0%+26.9pp | 69.1%+19.8pp | 67.6%+21.3pp |
| Annual return | 31.96% | 20.53%+11.4pp | 359.55%-327.6pp | 35.59%-3.6pp |
| Employer contribution / active EE | $2,948 | $1,874+57.3% | $2,685+9.8% | $2,755+7.0% |
| Participant deferral / active EE | $6,474 | $3,052+112.2% | $4,255+52.1% | $4,296+50.7% |
| Admin fee / account holder | $910 | $5,234-82.6% | $6,467-85.9% | $6,918-86.8% |