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 | $51,989 | $93,571-44.4% | $135,903-61.7% | $75,163-30.8% |
| Participation rate | 97.3% | 75.2%+22.1pp | 81.9%+15.4pp | 67.2%+30.1pp |
| Annual return | 22.53% | 30.90%-8.4pp | 68.23%-45.7pp | 160.62%-138.1pp |
| Employer contribution / active EE | $10,473 | $3,537+196.1% | $4,856+115.7% | $2,670+292.3% |
| Participant deferral / active EE | $9,016 | $6,404+40.8% | $7,758+16.2% | $4,125+118.6% |
| Admin fee / account holder | $13,010 | $6,975+86.5% | $10,762+20.9% | $5,651+130.2% |