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 | $39,645 | $51,576-23.1% | $129,207-69.3% | $80,856-51.0% |
| Participation rate | 97.2% | 57.0%+40.2pp | 69.6%+27.6pp | 67.6%+29.6pp |
| Annual return | 17.96% | 20.81%-2.8pp | 9417.33%-9399.4pp | 35.59%-17.6pp |
| Employer contribution / active EE | $1,226 | $1,584-22.6% | $4,153-70.5% | $2,755-55.5% |
| Participant deferral / active EE | $5,612 | $2,669+110.3% | $4,168+34.6% | $4,296+30.6% |
| Admin fee / account holder | $9,276 | $4,305+115.5% | $7,715+20.2% | $6,918+34.1% |